AMDBullunverifiable
Financial Education“AMD is coming to take market share of Nvidia over the next several years.”
Thesis at the time
Strongly BullishJeremy 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.
Key arguments
- AMD just hit an all-time high and joined the trillion-dollar market cap club
- AMD is taking market share from Nvidia and will grow revenue faster than Nvidia in the coming years
- Lisa Su's turnaround of AMD from a $2 stock to a trillion-dollar company is compared to Steve Jobs' Apple turnaround
- AMD's Q2 revenue grew 50% YoY with data center sales up 107%
Counter-arguments acknowledged
- AMD is still well behind Nvidia's $5.4 trillion market cap and majority AI chip market share
Hedges and caveats (from the video)
- Creator states he is not actively buying Meta stock currently
- Past performance discussion (how quickly market can shift) uses historical examples
- Video promotes private paid group membership for deeper investment education
- Creator acknowledges positions already built in mentioned companies
The call
- Date said
- Sep 21, 2026
- Timeframe
- over the next several years
- Price at prediction
- $559.82
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Stated with certainty language and repeated conviction throughout the segment.
Source
AMD Investors GET READY‼️ The time has come…
Said on Sep 21, 2026Open on YouTube ↗