TubeRank
AMDBullunverifiable
Financial EducationFinancial Education
this is the most exciting stock that's going to be a trillion dollar plus company in 2027.

Thesis at the time

Strongly Bullish

Jeremy 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 2027
Deadline
Dec 31, 2027
Price at prediction
$512.50
Confidence
high
Specificity
specific

How it resolved

Status
unverifiable
Why this resolved this way(resolution audit)
Reference price
$512.50 (anchored at quote date)
Target used
Deadline source
Explicit (extracted from quote)
Effective: Dec 31, 2027
Age at resolution
0.2 months(from publish date)

Full rules: docs/resolution-spec.md.

Confidence Reasoning

Strong declarative statement ('going to be') with a specific year attached, though again a market cap rather than share price claim.