What was said about Advanced Micro Devices

The host expects AMD to recover from the semiconductor selloff if the broader market remains stable. He continues holding because even his downside business scenario suggests market-beating returns, while his base and bull cases imply substantial appreciation through 2030.

The host expects Wall Street to return to AMD and anticipates a semiconductor rally beginning in November and continuing into April. He maintains a long-term target above $1,000 and intends to hold while fundamentals remain satisfactory, with partial sales if valuation becomes excessive.

The host maintains a strong positive investment stance on AMD for 2027 and expects short-term selloffs to attract buyers. Hyperscaler spending tempers his expectations for an extraordinary near-term revenue surprise, while leaving room for margin or EPS upside.

The host believes AMD could approach $1,000 within six months as another semiconductor rally and a positive earnings surprise pull future growth into its valuation. His fundamental scenarios reach $1,000 later, in 2028 under a bull case and 2030 under a base case.

The host expects AMD to benefit from expanding AI infrastructure spending, demand for CPUs and GPUs, and potential Meta product success. He sees a tentative path to $1,000 or more in the first quarter and expresses stronger conviction that the stock will reach that level within several years.

The host expects AMD shares to reach $675–$775 within 30 days as accelerating CPU and GPU demand drives earnings upside. He believes operating leverage and higher margins will make analyst EPS estimates substantially too low.

The host expects AMD to deliver the strongest growth among trillion-dollar companies in 2027 and 2028 and benefit from new semiconductor spending. He believes its physical AI and robotics positioning could extend its growth opportunity beyond 2030, leading him to reconsider planned profit-taking.

The host endorses AMD's reported World Labs acquisition and trusts Lisa Su's ability to build the business for the next AI wave. He expects a near-term move toward $700 but believes AMD will eventually join the semiconductor downturn, later than its peers.

AMD benefits from the AI wave but may face downside if infrastructure spending disappoints. The host expresses less conviction about AMD's exposure than NVIDIA's.

Jeremy remains heavily long AMD, viewing it as the primary beneficiary of AI chip demand as it takes market share from Nvidia over the coming years. He believes AMD's revenue growth will soon outpace Nvidia's and has no plans to sell his shares aside from a small trim consideration at $700.

Jeremy believes AMD's new price increases will actually boost margins rather than hurt them, and sees the stock on track to become a trillion-dollar company with continued massive share price growth into 2027. He states he won't consider trimming his large position until the stock trades above $700.

The host believes AMD will have a major rally over the next several months despite recent weakness, while flagging a 2028 semiconductor slowdown as a longer-term risk. He plans to trim some shares after the next big run but keep a long-term position.

The YouTuber believes AMD's growth in server CPUs and AI infrastructure will drive earnings sharply higher, leading the stock well above $1,000 per share in the coming years. He cites multiple recent analyst upgrades as supporting evidence for continued stock appreciation.

Jeremy holds a very large AMD position and believes it is entering an unprecedented growth period, with revenue and EPS growth potentially exceeding Nvidia's for the first time since 2019. He expects continued positive catalysts and views AMD as the most exciting mega-cap stock through 2027.

The host selects AMD for a hypothetical one-year investment. He expects it to become the most exciting large semiconductor stock in 2027 as its growth rates substantially exceed Nvidia's.

The host expects AMD to peak later than NVIDIA and memory producers because it is earlier in its earnings ramp. He nevertheless anticipates a cyclical profit peak in 2028 or 2029 and an earlier stock-price peak.

AMD is the largest position in the portfolio at $1.2 million, up $919,000. The YouTuber believes AMD will go on 'another huge run' before the end of the year, though he hedges by saying they will see if it happens.

The YouTuber believes AMD is uniquely positioned to be the standout growth story in semiconductors for 2027-2028 as it steals market share from Nvidia while Nvidia's own growth rate decelerates sharply.

The host expects an unusually strong AMD rally into year-end and the first quarter of the following year, based on its historical seasonal pattern. He acknowledges near-term uncertainty and that this year's pattern could differ, while maintaining his existing position.

The host expects AMD's growth rate to surpass NVIDIA's substantially and reiterates that AMD should outperform NVIDIA's stock over the next year or two. He argues that AMD's smaller revenue base allows substantial growth without requiring immediate competitive displacement of NVIDIA.

The host argues AMD's recent 'disappointing' earnings were actually strong beats and that guidance was sandbagged, and he remains highly bullish on accelerating revenue growth over the next several quarters. He projects a base case of $1,000-$1,200 and a bull case of $1,500-$2,000 for AMD over the next few years, and thinks there's a meaningful chance the stock hits $1,000+ within the next 12 months.

The host attributes AMD's weakness to seasonal selling and rotation into software. He sees realistic fall rotation scenarios that could restore its highs, while rejecting seasonal trading as a substitute for long-term research.

AMD is the host's preferred semiconductor holding, with near-term expectations above $600 and multiyear scenarios reaching $1,000–$2,000. He believes analysts materially underestimate upcoming GPU and CPU revenue and expects repeated guidance surprises to attract investor attention.

The host expects AMD to exceed its prior high before earnings and trade above $700 roughly 60 days later, driven by unusually strong guidance and investor momentum. He remains enthusiastic about holding shares for years, while expecting an eventual semiconductor downcycle.

The host celebrates AMD's recent rally and explicitly views expanding hyperscaler capital spending as bullish for the stock. The opening reference to a four-digit price is attributed to other investors rather than adopted as his own target.

AMD earns a 7.5 because the host still sees upside toward a $1.5–2 trillion market capitalization. He cautions that the rally has already priced in much of the opportunity and that semiconductor cycles eventually slow.

The host expects AMD to approach $1,000 by 2030, with momentum potentially bringing that price forward into the next nine months. He plans to retain 1,000 shares for the very long term while selling the remaining public-account shares progressively above $625.

Reduced fundamental assumptions still support substantial upside, so the host continues holding AMD without taking profits. He would sell most shares around $1,000, expects to exit most of the position within six to twelve months, and intends to retain a smaller position beyond 2030.

The host remains heavily invested in AMD and sees further runway because it has benefited less from AI spending than some peers. He nevertheless expects the chip trade to sell off if overbuilding concerns intensify, while outlining a $1,000 AMD scenario if spending remains strong.

AMD is expected to do heavy lifting in driving the public portfolio from $3.5 million to $5 million over the next 18-24 months. The stock has been performing well with consistent upward moves.

AMD is up $24,000 today and now doubled in the public account. The YouTuber sees AMD as well-positioned for risk-on markets and believes it could reach $325 if the market goes risk-on.

Kevin presents AMD's reduced post-earnings gain as an opportunity within his bullish hardware investment stance. He praises the earnings and treats election-driven hardware weakness as a chance to buy.

The host praises AMD's earnings, margin expansion and accelerating data-center growth. He recommends buying below $520 and expects the shares to remain above that level over the long term, while acknowledging a richer valuation than Nvidia.

Kevin praises AMD's earnings beat, accelerating revenue guidance and improving margins, and recommends buying shares below $520. He expects the stock to remain above that level over the long term, despite initially anticipating a negative earnings reaction.

Kevin endorses AMD as part of his AI buying stance and gives a roughly $1,080 valuation estimate. He believes enterprise demand and overlooked Ryzen Pro growth support substantial upside, although Nvidia appears cheaper on his PEG comparison.

Kevin remains bullish on AMD and believes its current advance is only the beginning, independent of an Iran agreement. His valuation exercise suggests approximately 1080, while he sees faster momentum potential than Nvidia because AMD is smaller.

The host expects AMD's gains to continue as AI valuations set up another boom. He believes this upside can occur regardless of an Iran agreement because modest additional financing costs will not derail hyperscaler investment.

Kevin promotes his earlier bullish AMD call and celebrates the ongoing intraday rally. Beyond those retrospective claims, he expresses a tentative hope that the current advance continues.

AMD's move through the mid-400s to about 645 is overbought, and he thinks the agent-CPU demand story is a rounding error versus frontier chips.

Kevin notes AMD is benefiting from AI infrastructure spending flowing from hyperscalers and views AMD as part of the broader undervalued hardware trade, though he notes it's not as central to Nvidia's exclusive partnerships.

Kevin sees AMD as a major beneficiary of the CPU boom driven by agentic AI workloads, citing strong margin expansion and revenue growth projections, though he flags the stock as short-term overbought. He derives a PEG-based target near $944 while cautioning he wouldn't add more shares at current levels.

Kevin views AMD as still relatively cheap on a PEG basis despite its huge run and approaching $1 trillion market cap, though he expects near-term momentum to rotate away from AMD and Dell toward other hardware names.

As part of his hardware super-cycle 2.0 thesis, Kevin expects AMD to perform well even though he does not currently hold a position, viewing the whole chip/hardware complex as set up to rally together.

AMD is grouped with other hardware names Kevin expects to benefit if his bullish Iran-deal scenario plays out.

AMD is included in the host's long-term AI buying opportunity. He nevertheless prefers Nvidia because AMD's valuation is less compelling and it still has more to prove.

The host is explicitly bullish on AMD as an investment and expects CPU scarcity to benefit the company. He favors semiconductor diversification over trying to identify a single winner.

Tom Nash argues AMD is the most misunderstood beneficiary of the coming agentic AI and robotics wave, since rising CPU-to-GPU ratios will drive a surge in CPU demand that isn't priced in yet. He cites cheap valuation, strong growth metrics, and a top-tier CEO as reasons to build a position via dollar-cost averaging over the next year.

The host expects AMD to make substantial progress in AI semiconductors. He nevertheless questions whether its business can grow enough to compete effectively with Nvidia.

AMD is grouped with Nvidia as a chip maker able to thrive together in the growing AI semiconductor market.

The presenter is bullish on AMD as part of his preferred AI hardware names, without a specific price target.

The host is bullish on AMD long-term based on its potential to take market share from Nvidia over time, as part of the ongoing AI hardware trade.

The host sees AMD as one of the better AI hardware names if it can meaningfully compete with Nvidia, potentially multiplying several times over the next couple of years from its roughly trillion-dollar market cap.