AMD stock is a Generational Buying Opportunity!

Friends! In this video, I'm going to do an AMD stock analysis and talk about the risks and upside potential of AMD stock

The stock analysis platform that I use:

#stockmarket

[Edog]

When most people hate a business and it's still a good business, it's probably time to buy.

[jefferywinchester]

Of all the vids i've seen of yours i think this is the most excitement i've ever heard in your voice. lol

[dimitriskouzapas]

The problem is that with similar inventory levels nvidia(couple of billion more) is doing 60 billion in cash from operations whilst amd is doing only 2..the point is what it would be making in the future so as investors we need results and faster inventory turnover as well as rising margins

[mikedaczar]

Totally agree plus the current AMD MI300x/MI325 processors are actually originally HPC hardware (a mix of high-end CPUs and mid-range GPUS which are commonly used in supercomputers for physics/chemistry simulation, in fact the MI300 destroys the H100 in OpenCL benchmarks). Which shows why they are solid at inference level but woeful for training tasks and difficult to setup if you are not knowledgeable in high-performance kernel coding. The MI350 will be a proper GPU accelerator which will be much more efficient at inference (and better price per performance for training) and will have better networking integration for clusters thanks to their ZT acquisition.

[BradfordSmithD]

Really well presented, thank you! I generally agree with you, and I believe that Lisa Su means what she says: that AMD is building out the future end to end AI solutions. Inference will be a massive market

[DylanTimothyDean]

Been interesting to watch It was almost one of the first stocks I bought because I knew the chips they were about to come out with were actually good from being a gamer

[seanram]

Can you share the call option you bought ?

[DoubleDrastik]

Im a tech enthousiast that wants to invest in amd. .i think the value of the company is undeniable they are making computing affordable and accessibel without the monopoly. I believe in the cause and know that their labor will give fruits. In the long term. I am more in line with amd’s as a company then intel, qualcom, apple or nvidia. Thats why i wanna invest in them

[bhupesh]

Mar 21 150C...100 contracts!

Betting bigggg!

[obtcanada]

Can you share which expiration date you are using for your Call option spread? Q1 2027?

[sagig]

Absolutely a fantastic opportunity right now! AMD. Great video, as always.

[redmtn]

Good video. I own AmD so hoping it recovers. One concern I have about the inference market is that both Amazon and Google are building their own inference chips in partnership with Broadcom. Will Microsoft and Meta do the same ?

[leemurphy]

What time frame is the base & best case forecasts?..great video

[petit_rider]

long amd, you think is a long term hold for a few years?

[Eunegin]

On the watchlist for a while now. Still no real buy signal.

[Pavel.A.Z]

Some people believe in AMD stock, but I don't work there or talk to their CEO, so I have no insider info. I don’t believe in stocks in general, but I think it’s important to invest in ones with a positive trend. If AMD moves close to the SMA 150, I’ll consider it. Why invest in something going down?

[zoltantoth]

you did not explain enough the most important pillar of this video: why and how is AMD better than Nvidia in inference? the memory being better does not seem to be a big advantage, as Nvidia probably too can improve their memory; if one is not better than the other then the competition between them is going to keep their margin low

[SimplicitytoInvesting]

So you know what they will return on their investments?
What kind of inside knowledge do you have to go against a falling knife?

All these youtubers jumping on the band wagon just cause a big name is going down is hilarious, chill bro wait for price to tell you to own it wait for the company to show returns or you end up being a bag holder.

NVDA outpaces AMD financially with higher margins, stronger growth in AI/data center markets, and better cash flow generation. NVDA’s dominant position in GPUs for AI gives it a premium valuation AMD can’t match.

NVDA caters to AI giants, cloud providers, and enterprises driving the future of tech, while AMD focuses more on gamers and budget-conscious PC builders.

NVDA’s customer base = deep pockets + cutting-edge innovation.
AMD's customers = Budget conserned customers - Lower pricing power

[jamiemiller]

I'm sorry, a company that requires constant innovation to keep up with its competition is not a generational buying opportunity, it is a few mistakes from falling behind badly. On top of that, the expectations baked into this stock are pretty high. Call me when it gets down to 80 and I would consider it, but I'm fine missing out at this price.

[MillerSusan-wf]

I have $215k invested in VICI and CRM. If you had to choose between AMD and SOFI, which would you pick and why? I’m planning to make some additions.