Financial Education on $AMD (Nov 2, 2026)
AMD fell 7.5% and its Wall Street target was cut from 660 to 600, but the speaker remains a long-term holder, expecting a semiconductor comeback (possibly from tomorrow, or November through April) and AMD above $1,000 within a few years from around 400. He accepts the next report could send shares down 10-20%; he holds while AMD's numbers and guidance meet his expectations, would trim if valuation got too stretched, and would change his view if fundamentals deteriorated significantly.
Jump to any passage
AMD fell another 7.5% today.
AMD, Nvidia, all of these had their price targets reduced on Wall Street today. AMD's target has been reduced from 660 to 600. It's not a huge cut compared to the others , but it's still quite big. Is that about 10%? It will be almost like that.
AMD 25 percent,
This is not AMD. This is not a micron. This is not Intel. This is not meta. This is not Amazon. It's not even those stocks like Google or McDougall.
This brings me to AMD's words. Listen. They will return to this stock again. I understand that they sold a lot of stock. Oh my God, AMD has collapsed. They will definitely come back.
They are very addicted to this stock. You will have to stay in this stock next year. The main thing is, they are coming back to this stock. I have no worries. I watch the market movements, but I do n't pay much attention to them because they are irrelevant.
I'm sure Wall Street will be back at it again and again , right?
No, I believe there is going to be a comeback in the semiconductor sector and it will be quite incredible. I see it could start tomorrow, literally tomorrow, tomorrow. I see that this AMD comeback could start as soon as tomorrow.
My personal opinion is that this semiconductor comeback will start in November and last until April, right ? That's what I see happening there. But having said that, who knows, maybe they'll sell AMD even more tomorrow and maybe it'll drop 10, 15 or 20 percent after the market closes, right?
And it goes down and suffers the same consequences as Intel. I don't know. All I know is that I will stick to what I believe, and that is that AMD will start to come back strong, the whole semiconductor sector has a 6-month boom cycle, right?
But I will focus on long-term issues, you know, I will not make any short-term decisions. As long as AMD's numbers, guidance, comments, and conference calls meet my expectations , I will remain a big investor in AMD for the long term.
And if the valuation ever becomes unbalanced and rises too high, I will sell some of my shares. If a situation arises where fundamentals deteriorate significantly, I will change my opinion on AMD.
But the bottom line is, I think the price of this stock will exceed $1,000 in the next few years. And so I'm, you know, in a room with a price tag of 400, so I have to hold on to it.
It's that simple , isn't it? And so my belief remains in place, but I will remain focused on the long-term goal, and that's what you should always do in these cases, because at the end of the day, whether AMD shares go up 20% or down tomorrow is out of my control.
That is not under my control. Like AMD, they may see the results tomorrow as very good. They may also see the results as bad. It depends on what they want to focus on tomorrow.
And when I say 'they', who are they? They are Wall Street. They are algorithms. In other words, algos and Wall Street will decide whether AMD's share price will rise or fall after the market closes tomorrow.
For example, it can increase by 10-20%, or it can decrease by 10-20%. It will depend on many things , including what they actually want to see. If they want to focus on income, they will focus on income and that will be the reason.
If they want to focus on margins, that will be the reason or EPS or just the conference call. That is not under my control. That's not even under your control. We can just look at the cruise ships and decide whether we want to get on that ship or not, right?
And it's just that simple. But we, we, we're not running that cruise ship anymore, okay? Wall Street controls everything. I mean, the companies we invest in have market caps of hundreds of billions or trillions of dollars. Even small companies
My personal opinion is that this semiconductor comeback will start in November and last until April, right? That's what I see happening there. But having said that, who knows, maybe they'll sell AMD even more tomorrow and maybe it'll drop 10, 15 or 20 percent after the market closes, right?
And it goes down and suffers the same consequences as Intel.
As long as AMD's numbers, guidance, comments, and conference calls meet my expectations, I will remain a big investor in AMD for the long term.
And so I'm, you know, in a room with a price tag of 400, so I have to hold on to it. It's that simple, isn't it? And so my belief remains in place, but I will remain focused on the long-term goal, and that's what you should always do in these cases, because at the end of the day, whether AMD shares go up 20% or down tomorrow is out of my control. That is not under my control.
Like AMD, they may see the results tomorrow as very good. They may also see the results as bad. It depends on what they want to focus on tomorrow. And when I say 'they', who are they?
They are Wall Street. They are algorithms. In other words, algos and Wall Street will decide whether AMD's share price will rise or fall after the market closes tomorrow. For example, it can increase by 10-20%, or it can decrease by 10-20%.
It will depend on many things, including what they actually want to see. If they want to focus on income, they will focus on income and that will be the reason. If they want to focus on margins, that will be the reason or EPS or just the conference call.
That is not under my control. That's not even under your control.
Watchpoints
What this channel has said about $AMD
Financial Education has 21 calls on this stock; only the adjacent ones are shown.