AMDBullunverifiable
Financial Education“we are likely going to a $1 trillion plus market cap in Q4.”
Thesis at the time
Strongly BullishJeremy 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.
Key arguments
- AMD's 10% price increase to customers likely outpaces the actual cost increase from TSMC, creating extra margin
- AMD is nearing a $1 trillion market cap and heading higher in Q4
- Lisa Su is a proven CEO who turned AMD from a near-bankrupt company into a major grower
- Wall Street money is expected to flow into AMD next year as growth rates become clear
Counter-arguments acknowledged
- There is less upside now than a year or year and a half ago
Hedges and caveats (from the video)
- Past performance (Tesla, Palantir, Meta, AMD gains) does not guarantee future results
- Video focuses on personal portfolio gains which may not be replicable
- Growth investing framework is educational but application to specific stocks requires individual analysis
- Market conditions and macroeconomic factors (Fed rates, inflation, geopolitical risks) create uncertainty
The call
- Date said
- Sep 18, 2026
- Timeframe
- in Q4 this year
- Deadline
- Dec 31, 2026
- Price at prediction
- $512.50
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Uses 'likely' with specific near-term timeframe (Q4) and strong personal conviction, though it's a market cap claim rather than a per-share target.
Source
This Stock will Change Early Investors LFE‼️
Said on Sep 18, 2026Open on YouTube ↗