AMD — All updates

Can you talk to me? AMD ( AMD) AMD stock rose a whopping $72,000 today in public accounts. The gain in AMD stock in public accounts alone has again exceeded one million dollars.

Two, AMD. What's happening at AMD? Where is this stock going from here? I think this is a very important point in today's video.

Lastly, before we get into the last chart, let me show AMD as well cuz AMD has had some good news as well elevating the stock up 5.9% today initiating a near term breakout from this pivot high that you see back here in July of 20 22nd of this year.

Now notice, this is certainly a fantastic move for AMD but we've got to clear these pivots which also likely are going to come in contact with this declining trend line. This is the big one guys, the one from the high on the chart connected to the next major pivot.

This would be the major line for AMD to cross to get into discussions for hitting the brand new all time highs and that level's at $523.40.

AMD is focused on expanding its Helios strategic data center solutions, and expects this to start in the fourth quarter and accelerate in the first quarter of 2028.

Therefore, AMD is well-positioned to benefit greatly from bringing this product to market. But does this make AMD stock a buying opportunity alongside the company's large share of the server CPU market?

If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.

Well, the latter is AMD, also known to this channel's followers as " AMD Nuts". This is interesting because AMD seems to be the weakest link or the exception. It is not a media-hyped stock like Palantir, nor is it a king like Nvidia.

It's the alternative. So, let's see if that actually makes it a better buy.

If you are an AMD shareholder, you will want to watch this video as we will be taking a close look at many of the things that have affected AMD in the past few days . Welcome back to another episode here about AMD.

I think we haven't talked about this company for a few weeks. Overall, I remain very optimistic about this company. I still believe it's a player in a market worth trillions of dollars because the growth opportunity for Helios shelves will indeed pay off .

And I truly believe that this is the reality, don't you?

Uh we made a call on our alpha report as well this morning that today uh could be a buying opportunity on AMD and Marll and both of these are up uh from the bell.

Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.

and uh Marll, AMD, Nvidia, all pretty green.

AMD's up three. That's what we shouted out in the alpha report this morning.

Specifically, I am a big fan of AMD here. I think they are doing amazing things to catch up and establish a second position, which could be very profitable.

Yes, Andy, as you know , we've seen Nvidia, based on futures valuation, look cheap compared to many of the competitors you mentioned, such as AMD and Intel, even at this point.

Wall Street is now screaming that this stock could be much bigger than both of them. The company they are talking about just recorded a 50% increase in revenue. Its business in artificial intelligence has doubled in size, and the three biggest names in the field – OpenAI, Meta, and Anthropic – are now building their entire future around it.

The stock has already risen by more than 120% this year.

and then AMD, the world's twentieth largest market cap, right?

Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right?

And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right?

And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.

Actually, I can show you an example where I think I'm missing something. So, I'll go to AMD. For example, AMD, look, I think the next strategy that we're going to cover is leaps and here's a leap option that I'm going to discuss.

But, I'll show you why you're going to feel FOMO when you have a stock like AMD that goes up a lot in a wheel strategy. For example, if the stock goes in-the- money on a covered call, like AMD, I have a 200 call here and obviously the stock goes up above 500.

You're going to feel FOMO. This is an extreme example of FOMO.

I am preparing to invest nearly $40,000 into one stock. And it's a company I believe could be one of the biggest beneficiaries of the AI boom over the next several years.

For this company though, revenue is exploding. Its data center business, and that's going to give you a clue right there, just grew more than 100%. Its AI opportunity continues getting even bigger. And the company is not Nvidia.

AMD, another huge, huge mover uh earlier this year from around 203 up to the sell signal around 467. What was that? Like 250%? Something crazy like that? 150% I don't know. Too many Too many big numbers in my itty-bitty baby brain.

But it's been drifting sideways. It's gone literally nowhere since that sell signal in May. Literally nowhere.

And AMD climbed into the top 10 as the ninth most widely held stock on the platform.

in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

AMD is up 200% in a year and still chasing. Over the last year, boom. All the way down at 151. We are now at 480 a share. It's coming down, though. Look at this. Down 17% off the highs.

We'll talk about what this means for AMD moving forward and what this means for the market in general moving forward, okay?

Let's talk about what this means for AMD.

Now, what does it mean for the um the market, right? And and what does it mean for AMD? Well, first off, What does it mean for AMD? AMD, Ooh, it's hard to do. Uh it's a neutral to slight positive.

How many more CPUs you need per GPU which ARM Intel AMD have all gapped up over the past couple months.

It could be SpaceX. Yeah, definitely could be an like exclusive to Nvidia as well. That's the important part. There's there's very big names but they buy from AMD. they buy from in like they either have their own custom TPUs.

Oh, speaking of AMD, didn't it like did AMD have earnings? I saw AMD. No, they had earnings a while ago. Again, another stock that's been drifting sideways. A really, really frustrating stock to be in, especially if you're trying to trade it, right?

And here's the deal. You don't have to trade these all the time at all. There's all kinds of opportunities in the market. And looking at AMD, I have to go back past three months.

I have to go to the six-month view to see the sell signal since May 22nd. It's gone nowhere. Literally nowhere. But you know what has gone somewhere, Joe? How greedy the stock has been. And people are now fearful on AMD stock.

AMD is trying to push green.

Uh, what are they talking about with AMD over here right now AMD is up about four today. Uh, this was one of the lines we talked about in our alpha report this morning.

one of the shorter term bounces we were looking for was AMD off of this 452 line. 452 is, uh, you know, one of my purple lines. So it's it's near highest uh next to the highest uh the orange line in terms of strength and stability and how how frequently we bounce there. So pretty good bounce here uh on AMD.