Jose Najarro Stocks on $AMD (Oct 27, 2026)

We got so many updates on investments happening in the AI world from Meta, from Oracle, from Nvidia, from AMD.

even flows to AMD.

You got Marll under 20 times forward in AMD at 24 130 162 194 207% EPS growth. What do we think? It's just going to fall off a cliff in 29. It's not happening.

I think AMD invested 1 billion.

look, there's a reason I'm not buying AMD. Everybody, it's a great company. Don't get me wrong. It's an incredible company. I just think it's run too far, too fast.

I'm probably wrong. I think today, forget what's happened. Obviously, it's been a better investment. I think today there is more ROI from today's levels in Nvidia than AMD over the next year.

I could be wrong. I hope I think AMD is going to do well, but I do think that it's expensive compared to Nvidia. That doesn't mean it can't go to 7800. I don't know. But I'm not saying it's got to go down.

That's why I'm not buying AMD because I just think that in if I was going to buy more of a chip, it would be AMD and Broadcom.

I mean, I I I own AMD. Um, Steve, but I agree to the sentiment where like right now we're in the market where you can still grow at massive levels in revenue and you could still be trading at a extremely cheap forward PE ratio like we saw with Broadcom, like we see with Nvidia.

Um, I think with AMD is um, you have more added growth if everything succeeds. 207%. there's more growth, but at the same time, you have more risk because what happens if they don't, right?

See, I'm not worried about them missing. I'm just saying paying 73 times this year's earnings and they're trading at 24 times forward.