AMDBullpending
Meet KevinTarget Price
$944
“This would still justify about a $944 stock.”
Thesis at the time
BullishKevin 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.
Key arguments
- AMD margins jumped from 39.8% to 53.7% gross
- 72% revenue growth projected next year, reaching $88 billion
- AMD's Epyc Turin chip projected to capture ~50% of CPU TAM in data centers
- AMD trades at a lower PEG (1.5-1.6) upside potential versus Nvidia's ~0.7-1
Counter-arguments acknowledged
- AMD is overbought short-term (RSI near 73 daily, 70 weekly)
- Margins still much lower than Nvidia's
- Nvidia's growing CPU push could compete directly with AMD
Hedges and caveats (from the video)
- Market can move fast and unpredictably
- Past performance mentioned (AMD call at $452, META bounce off $544 line) does not guarantee future results
- Analysis based on app store rankings and advertising trends which may be temporary
- Incomplete transcript limits full assessment of risk disclosures
The call
- Date said
- Sep 22, 2026
- Price at prediction
- $559.82
- Current price (live)
- $623.77$320.23 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific derived target price but framed tentatively as 'would still justify' rather than a firm call.
Source
HOLY BALLS
Said on Sep 22, 2026Open on YouTube ↗