The call, on record
AMD bullish call
Target Price
$750
Quoted text as recorded“my opinion is $750 is possible on the stock before Q2. It's a it's a realistic possibility in my opinion”@ 9:58 · open at this moment on YouTube ↗
Our interpretation
- Source published
- Sep 9, 2026
- Timeframe
- before Q2
- Latest provider quote
- $466.84As of Nov 2, 2026, 9:00 PM UTC. May be delayed; does not resolve this call.
- Interpreted confidence
- medium
- Specificity
- specific
Tracking the outcome
- Status
- pending
- Notes
- No stated deadline is available. This call remains open without a scored outcome; its horizon label is not a deadline.
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Our summary of the thesis
Strongly BullishStructured interpretation of the video, not a verbatim quotation. Check the source for conditions, emphasis and context.
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.
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
About this record
Not yet reviewed by a moderatorAI-extracted record. A quote, summary and outcome each need their own context. Moderator review does not certify investment performance.
- Source published
- Sep 9, 2026, 12:53 AM UTC
- First recorded by TubeRank
- Sep 14, 2026, 4:19 PM UTC
- Record last updated
- Oct 6, 2026, 6:32 AM UTC
- Moderator review recorded
- Not recorded
- Transcript provenance
- YouTube captions (manual or automatic)
- Recorded analysis processor/source label
- claude-sonnet-5
- This can identify a workflow rather than an exact AI model version.
- Extraction pipeline version
- v1.0.0
- Outcome methodology version
- 2026-10-06.5
- Outcome reason code
- awaiting_stated_deadline
Recent record changes 5 shown
Oct 6, 2026, 6:32 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.4
After2026-10-06.5
Oct 6, 2026, 5:25 AM UTC
corrected
- Source moment (seconds)
BeforeNot recorded
After598
Oct 6, 2026, 5:14 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.2
After2026-10-06.4
Oct 6, 2026, 4:01 AM UTC
corrected
- Outcome methodology version
Before2026-10-06.1
After2026-10-06.2
Oct 6, 2026, 3:27 AM UTC
awaiting stated deadline
- Outcome methodology version
BeforeNot recorded
After2026-10-06.1
- Reference price
Before505.74
AfterNot recorded
- Outcome explanation
BeforeNot recorded
AfterNo stated deadline is available. This call remains open without a scored outcome; its horizon label is not a deadline.
- Outcome reason
BeforeNot recorded
AfterAwaiting stated deadline
Showing up to 20 recent changes. The complete feed has 6 recorded events for this call, including its initial entry. Read the full paginated history (JSON); follow nextCursor while hasMore is true.
Why we interpreted the confidence this way
Specific price and rough timeframe given, but softened with hedge words 'possible' and 'in my opinion'.