Jose Najarro Stocks on $AMD (Nov 7, 2026)
AMD trades near 32 times forward earnings, above Nvidia, but some argue it can grow faster and its forward multiple could contract to lower levels within 12 to 36 months. Its latest earnings showed 97% year-over-year data-center growth from EPYC CPUs and the now-shipping Helios GPU system, with supply the only constraint and demand not an issue, so current competition does not matter.
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And you have AMD at roughly 32 and forward PE ratios. Some people might say, hey, Jose, why purchase AMD when you can purchase Nvidia? There's reasons for it, right? Some people believe that AMD can grow a little bit faster and those forward PE ratios can can contract a lot faster, right?
Right? And we might get to lower levels in the next 12 24 months or in the next 36 months or so.
We also just had AMD report earnings and AMD gave us great indication, right? AMD saw 97% year-over-year growth on their data center market. This is mainly driven right now by their epic CPUs, but they do have uh obviously the Helios GPU system shipping out now, that full stack system.
Now, what's important about this is they mentioned during the earnings call that the only issue with them not growing fast enough is supply. Demand is not an issue and we all know who has a lot and a lot of supply and who keeps working with the supply chain.
So if demand is not the issue, it doesn't matter if there's competition in their current state.
You have AMD that I just talked about that is shipping into the same AI labs as Nvidia working with good partners minus SpaceX.
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