AMDBullpending
Financial EducationTarget Range
$700–$900
“by the time you were in 2027, AMD is probably going to be 700, $800, $900 a share.”
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
- by 2027
- Deadline
- Dec 31, 2027
- Price at prediction
- $512.50
- Current price (live)
- $623.77$176.23 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific per-share price range tied to a concrete year, but softened by the hedge word 'probably'.
Source
This Stock will Change Early Investors LFE‼️
Said on Sep 18, 2026Open on YouTube ↗