AMDBullpending
Financial EducationTarget Price
$750
“my opinion is $750 is possible on the stock before Q2. It's a it's a realistic possibility in my opinion”
Thesis at the time
Strongly BullishJeremy 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.
Key arguments
- AMD management projects the AI total addressable market could reach $2 trillion by 2030 and data center revenue near $70 billion by 2027.
- AMD's EPS is expected to grow triple digits next year and could outpace Nvidia's growth rate for the first time since 2019.
- AMD has a track record of beating analyst revenue and EPS estimates, suggesting official guidance understates real growth.
- The stock is about 13% off its all-time high, leaving room to rally back even without new highs.
Counter-arguments acknowledged
- The stock has been forming a pattern of lower highs and needs to break above $520 to change that trend.
- AMD did not deliver the 'shock and awe' guidance last quarter, which pushed the stock into the 400s.
Hedges and caveats (from the video)
- Creator acknowledges Celsius could go lower than current price based on historical price action
- Emphasizes uncertainty about timing of price declines ('few weeks? months?')
- Notes that past price lows don't guarantee future performance
- Upcoming earnings identified as major market-moving event for Celsius
The call
- Date said
- Sep 9, 2026
- Timeframe
- before Q2
- Price at prediction
- $505.74
- Current price (live)
- $623.77$126.23 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price and rough timeframe given, but softened with hedge words 'possible' and 'in my opinion'.
Source
NEW stock I bought today‼️‼️
Said on Sep 9, 2026Open on YouTube ↗