AMDBullpending
Financial EducationTarget Range
$1,000–$1,200
“I have the stock over the next few years going to somewhere between the $1,000 and $1,200 range.”
Thesis at the time
Strongly BullishThe host argues AMD's recent 'disappointing' earnings were actually strong beats and that guidance was sandbagged, and he remains highly bullish on accelerating revenue growth over the next several quarters. He projects a base case of $1,000-$1,200 and a bull case of $1,500-$2,000 for AMD over the next few years, and thinks there's a meaningful chance the stock hits $1,000+ within the next 12 months.
Key arguments
- AMD beat on everything including guidance but the guide (13B midpoint) fell short of hoped-for 14-15B shock-and-awe number
- Analysts expect accelerating revenue growth of 40%, 56%, 73%, 77%, 78% over the next five quarters
- Lisa Su is seen as sandbagging guidance and likely to beat expectations going forward
Counter-arguments acknowledged
- Short-term stock market reactions are not 'practical' and can swing hugely on a $1-2B guidance difference
Hedges and caveats (from the video)
- Video title makes a specific $1,000 price target prediction but full prediction details are not included in the provided transcript excerpt
- Creator mentions this is educational content from a private investment group
- No explicit risk disclaimers provided in the transcript excerpt
The call
- Date said
- Aug 14, 2026
- Timeframe
- next few years
- Price at prediction
- $482.93
- Current price (live)
- $623.77$476.23 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Stated as his actual base-case expectation ('what I actually expect for the stock') with a specific price range and strong conviction language.
Source
This stock will go to $1,000‼️
Said on Aug 14, 2026Open on YouTube ↗