Meet Kevin on AMD

“AMD's up three, which is a steal.”

“But now I look at it and go, man, we got even some more deals. AMD earnings were fantastic. You know, now it's right off the 520 line again.”

“Instead, put a little bit into Marll, a little into Broadcom, a little into AMD, a little Apple, a little Nvidia.”

“Every time in my opinion AMD is under 520, you should just buy it.”

“Instead, put a little bit into Marll, a little into Broadcom, a little into AMD, a little Apple, a little Nvidia.”

“Every time in my opinion AMD is under 520, you should just buy it.”

“Uh like if it dunks on earnings, I want to buy some, you know, get some AMD shares cooking, you know, um some more tiny tiny exposure to it.”

“Now, we're going to get AMD earnings and they're probably going to be great. And then what's going to happen is the stock's going to tank cuz that's what happens during buying the dip mode.”

“Okay, and then over here, that's about a double for Nvidia or uh, for AMD. So, short of doing the math, that would put us at about uh, 1080. So, let's write that down. About 1080.”

“But, I am one of the reasons over the last 6 months we've gotten so bullish on whether it's buy the dip at 700 on the Qs or it getting excited about whether it's AMD or Nvidia or SpaceX even or Tesla even, right? These are all things we've been getting excited about and buying, mind you.”

“But, you know, this rise mostly intraday right here on AMD, I think this is just the beginning of what these stocks can do. And it happens regardless of whether or not we're right or wrong about Iran.”

“It would obviously be nice to get a deal with Iran, but you know this rise mostly intraday right here on AMD. I think this is just the beginning of what these stocks can do and it happens regardless of whether or not we're right or wrong about Iran.”

“We called out those two names. Both of them were skyrocketing right now. So, knock on wood this continues.”

“the CPU trade, in my opinion, is overblown”

“that money that was raised is going to get spent on hardware and that's where we believe hardware deserves a rally”

“To me, AMD actually still has 50% up on it.”

“This would still justify about a $944 stock.”

“I'm not trying to say that AMD is overvalued uh because it's still not, it still has room to go.”

“I don't own AMD, but I think AMD will do well.”

“That would benefit the Nvidia, the Broadcoms, the AMDs, the Core Weaves, um Oracle, even though it's flat after earnings here, SpaceX, these guys all win in this next memorandum of understanding.”