How Invest with Henry’s view on $AMD changed

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.

AMD has become a trillion-dollar company , and the growth in its data center business explains why investors are so interested in it . In the second quarter of 2026, AMD generated $11.5 billion in revenue, a 50% year-over-year increase.

I was wrong on Netflix, but I was right on Nvidia, AMD, Microsoft, Meta, Shopify, Palunteer twice, Google, Robin Hood, Take Two on one of the positions I didn't do well on.

Let's go over AMD as well as Palunteer because these were two of my um interesting and more successful plays.