Financial Education onAMDAdvanced Micro Devices

Jeremy remains heavily long AMD, viewing it as the primary beneficiary of AI chip demand as it takes market share from Nvidia over the coming years. He believes AMD's revenue growth will soon outpace Nvidia's and has no plans to sell his shares aside from a small trim consideration at $700.

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.

The host believes AMD will have a major rally over the next several months despite recent weakness, while flagging a 2028 semiconductor slowdown as a longer-term risk. He plans to trim some shares after the next big run but keep a long-term position.

The YouTuber believes AMD's growth in server CPUs and AI infrastructure will drive earnings sharply higher, leading the stock well above $1,000 per share in the coming years. He cites multiple recent analyst upgrades as supporting evidence for continued stock appreciation.

Jeremy mentions AMD was down about 3.3% on the day as part of a broader market pullback, without further analysis.

Jeremy holds a very large AMD position and believes it is entering an unprecedented growth period, with revenue and EPS growth potentially exceeding Nvidia's for the first time since 2019. He expects continued positive catalysts and views AMD as the most exciting mega-cap stock through 2027.

AMD is the largest position in the portfolio at $1.2 million, up $919,000. The YouTuber believes AMD will go on 'another huge run' before the end of the year, though he hedges by saying they will see if it happens.

The YouTuber believes AMD is uniquely positioned to be the standout growth story in semiconductors for 2027-2028 as it steals market share from Nvidia while Nvidia's own growth rate decelerates sharply.

AMD fell over 4% on the day back into the $400s. The host notes AMD no longer represents a 'historic buying opportunity' like it did a couple years ago at $100, but says he'd still prefer AMD over Meta for the next year or two.

The 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.

AMD is described as officially in crash territory, down 26% from recent highs, and the speaker finds the stock tempting at current levels but says he already holds a large position and isn't adding aggressively.

AMD has dropped to $440 a share amid the broader semiconductor and margin unwind. The host suggests that if you already like AMD at this level, it makes sense to keep buying, without giving a specific price target.

AMD is expected to do heavy lifting in driving the public portfolio from $3.5 million to $5 million over the next 18-24 months. The stock has been performing well with consistent upward moves.

AMD is up $24,000 today and now doubled in the public account. The YouTuber sees AMD as well-positioned for risk-on markets and believes it could reach $325 if the market goes risk-on.