Financial Education on $AMD (Oct 28, 2026)
AMD is unlikely to post a major revenue surprise in its upcoming quarter or guidance, since Meta, Google and Microsoft capex shows no one spending much more than expected, though margins or EPS could still surprise and guidance could still be beaten; short-term declines get bought, and AMD is the most exciting stock to own in 2027, with the highest growth of any trillion-dollar company.
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AMD stock rises another $46,000 today. We are now on a profit of approximately $1.2 million in this position on the general account. An increase of 418%. So it remains very hot at the moment.
AMD's stock also declined after business hours. So be aware of that. What does all this mean for AMD's stock in the future, and where is this stock headed?
Remember that there is a lot of money being spent on chips right now and over the next few years, and there is enough for everyone. There is enough money to spend on Nvidia, AMD and even Intel, and certainly companies like Google are in a position to make a lot of profit as well.
Now, what does this mean for AMD ? Well, based on Meta's results, its capital expenditures, Google's expenditures, and Microsoft's expenditures, we've finished with the big spenders.
Now, at this point, and considering all these numbers, what this means for AMD is that it will be difficult to pull off a revenue surprise for the last quarter that they are about to announce or the guidance, okay?
Because it doesn't seem that anyone is spending much more than people thought.
Well, with that said, remember that we talked about this. Shocking surprises can come in different ways. It can come from profit margins. It can come from earnings per share. So, although I would rule out a major revenue surprise, they could still exceed revenue expectations and surpass their guidance.
I am not saying that major surprises are very likely given the capital expenditures of these companies, but margins and earnings per share are still possible in this regard.
And ultimately with a stock like AMD, learn, whether the stock moves up or down in the short term, just remember that it's the stock everyone should own in 2027. Learn, when it comes to those on Wall Street, like the trillion-dollar club , which AMD has barely left now, but if the stock rises a little, it will return to the trillion-dollar club, right ?
Of those stocks, this is the most exciting stock to own in 2027. They will achieve the highest growth rates among any company exceeding a trillion-dollar valuation.
Therefore, any short-term declines end up being bought. This is what you find with AMD time and time again; every time the stock drops, it ends up being bought again and rising again . This is AMD, is n't it?
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Financial Education has 21 calls on this stock; only the adjacent ones are shown.