Meet Kevin on $AMD (Nov 8, 2026)
The speaker loves AMD and thinks it is very cheap: PEG approximately one, value could rise more, a really good position. But gross margin around 54% is far below Nvidia, pricing power is questioned, data-center/server exposure is a small part of Nvidia's, and only about $554 million free cash flow explains share giveaways to OpenAI; revenue of 1337 last three months may not recur.
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Well, I'll tell you, there are a lot of people who say, "Man, Lisa Sue is getting really hot now." You know, maybe it's time to change course and buy some AMD stock.
I have exposure, a relatively small exposure to both AMD and Nvidia. But I love them both. Actually, I think they are both very cheap. I'll show you this. Therefore, AMD is currently at a price-to-earnings-to-growth (PEG) ratio of approximately one.
Yes, its value could probably increase even more than that. I think she's in a really good position.
Yes, its value could probably increase even more than that. I think she's in a really good position .
But they only have about $554 million of free cash flow, which is why they're simply overdoing it... I shouldn't say that on YouTube. In any case, that is why they give their shares to companies like OpenAI for a penny in exchange for OpenAI's willingness to use AMD chips or agree to use them.
In any case , that is why they give their shares to companies like OpenAI for a penny in exchange for OpenAI's willingness to use AMD chips or agree to use them.
So, as you know, there are some questions about the pricing power of AMD products. AMD's profit margins are nowhere near as high as those of Nvidia. AMD's gross profit margin is around 54%, but their revenue is really impressive. I say that very sincerely .
In the last three months their revenue was literally 1337. I don't know if we'll ever see that again.
Now, the theory is that AMD does a lot of small PCs and its exposure to data centers is still very small compared to Nvidia, and that's why they will catch up in profit margins, where there is greater pricing power to be achieved at AMD.
In my opinion, you buy a portion of this entire basket, and then you get exposure to Nvidia and AMD, a basket that probably includes, I think we are at around 33 stocks currently or thereabouts.
But let's focus, for example or for a moment, on AMD. AMD, when it comes to actual server exposure, I would say, let's see here. It's just a small part of what Nvidia has to offer.
AMD is actually down too. It's just a kind of collective dip related to the AI sector.
What this channel has said about $AMD
Meet Kevin has 23 calls on this stock; only the adjacent ones are shown.