Meet Kevin on $AMD (Oct 27, 2026)
AMD is the speaker's best choice today: AI spending, including open-weighted models, explains its good performance; growth of 55.88 against a P/E of 71 gives a 1.27 ratio, and as a smaller company it has faster momentum and is very cheap. He is excited about Ryzen Pro, though Wall Street ignores it because it is in gaming and real growth is harder to see.
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one of the reasons we've been so optimistic over the past six months, whether it's buying the dip at 700 on the QS index, or getting excited about companies like AMD, Nvidia, or even SpaceX or Tesla, is n't it?
These are all things we were excited about and bought.
Then you have AMD, then you have Nvidia, right? These are the builders. So, these are the chip manufacturers.
This is one of the reasons for AMD's good performance ; Because companies are spending a lot on artificial intelligence , not only because of leading models, but also because of open-weighted models.
look, AMD is the best choice today, along with Bloom Energy. You can see that most of this happened during the day after our morning recommendation of a 5% increase, which is great.
and I may also show AMD's figures because we analyzed them this morning. Let's take a look at AMD's numbers because they will be interesting as well. So, AMD is looking to achieve much greater growth.
AMD's growth rate (G) is 55.88. I am very excited about what they are doing with Ryzen Pro processors. That's a topic for another video, but let's just say that I don't think Wall Street cares about what's happening with Ryzen Pro because it falls within the gaming sub-sector, and it takes more effort to see the real growth that's happening there.
AMD's price-to-earnings ratio is currently 71. Okay.
As for AMD, we will rely on 55.88. This is the growth, sorry, 71 divided by 55.88. It is 1.27.
But the thing is, AMD is moving faster in terms of momentum because it is a smaller company. But both are very cheap. So, I'm excited.
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