AMD 是值得长期看涨的持仓，也是首选标的：CPU/GPU 需求以及 Meta Muse 可能取得的成功有望推动增长，股价可能在未来两个季度或未来几年内达到 1000 美元以上，并在 60 天内从 552 美元涨至 852 美元；他不会加仓股票或看涨期权，因为他已持有数百万股，也不会追高。

Repeat after me, AMD. Look at [0:04] AMD today. Earned [0:05] $46,000 on AMD in the [0:08] general account. Now $1.127 million is [0:10] in this position. [0:13] The company is still strong,

Okay, now, let's talk about AMD and then we'll get to Meta, okay?

Shares of AMD, Nvidia, MU, and others have risen significantly .

As for AMD, we were expecting an amazing performance in the last quarter, but it did not materialize . They exceeded expectations, but it wasn't a spectacular performance. Therefore, we may witness this amazing performance soon.

They are expected to generate $13.08 billion. They may perform amazingly, and they probably will. For example, the figure of $14.5 billion, and this will amaze everyone. The highest analyst forecasts are as high as $14 billion , so keep that in mind.

Looking ahead to the next quarter, we expect $16 billion. 38 analysts have forecasts , but their highest forecast is $17.6 billion, so that should be taken into account. They might surprise us with the figures for the last quarter or shatter expectations.

If they pull off a stunning upset, they will surpass both of them. That's what Nvidia was doing , wasn't it? But we are all waiting.

Well, this is extremely important for AMD, is n't it? If you think Muse is the next big hit, that would be tremendous. AMD is the biggest beneficiary of this, right? Except for Meta, of course.

Because much of what Muse will ultimately work on depends on AMD processors. Therefore, this is extremely important for AMD's long-term growth rates. Because there's a difference between people spending money on AMD processors for the next year or two hoping for successful products and services in the next few years , right?

And they spend money on AMD processors because they already have them, right? It appears that AMD has launched a successful product with Muse, and its potential is enormous. To what extent?

We don't know, do we ? Could the size of Meta be larger than the size of Facebook per user? I don't know , man. It's a big assumption, but it might be possible. correct ? I'm not going to go out and say, "Yes, that's for sure."

I mean, because I understand the size of Facebook and how much money they make from each user. The same applies to Instagram, so it's hard for me to say, "Oh my God ." But this is possible.

But they will have to not only attract more than a billion users to Muse, but use it as widely as they do with Facebook and Instagram. If they can do that, then surely they might grow bigger, wouldn't they?

If they get bigger, it will be important for Meta, but I assure you it will be very important for AMD. The amount AMD will earn from Meta over the next five to ten years will be enormous.

So, this is extremely exciting, extremely exciting. So, the way I look at Muse is that every time you think about it, if you think about it as a success, know that it's very important to AMD, right?

Now, AMD, listen, I know this may sound crazy, but I think there is a possibility that the stock price will reach $1,000 or more in the first quarter. I know this is crazy, isn't it?

Because it costs $552 now. Now, having said that, would I buy more AMD shares because they might go up? A thousand dollars in the next two quarters? no. no. No thank you. I don't need that.

Should I buy call options on AMD stock? no. No thank you. I don't need that . I don't know. As you know , although I think I can see how the stock price could reach $1,000 in the next two quarters, if they do an amazing job in the next quarter, the excitement around AMD will increase, and people will get more excited about their numbers, especially with the release of the huge capital spending figures, where AMD is considered one of the biggest beneficiaries, and the demand for AMD CPUs and GPUs will increase wildly over the next few years.

I can see how AMD's stock price could reach $1,000 in the next two quarters, but I won't risk buying more shares for fear that the price will rise. I already have millions of dollars invested in the stock through my investment portfolios.

I don't need to take a risk and buy more shares for fear that their price will rise too much. In the short term, right? We're not going to play that game, we're not going to play a purchase options game or anything like that , right?

I'm just relaxing and making a lot of money, and probably even more in the next two quarters. So, if the price doesn't reach a thousand dollars or more, that's fine with me. I think AMD stock will reach $1,000 or more in the next few years, so keep that in mind.

But ultimately, AMD stock is essential. It's essential, you know; I think it's part of every analyst's portfolio on Wall Street. And guess what? Many Wall Street analysts are wrong this year, right?

The market has performed well overall. Many Wall Street analysts are underperforming

Now, having said that, would I buy more AMD shares because they might go up? A thousand dollars in the next two quarters? no. No thank you. I don't need that.

And guess what? Many Wall Street analysts are wrong this year, right? The market has performed well overall. Many Wall Street analysts are underperforming the market, so they will likely have to catch up in November and December.

So, where will you go? If you need to generate additional revenue in the market, I recommend AMD . It's that simple.

AMD, on the other hand, is capable of making a huge leap, as it could rise from $552 to $852 within 60 days. Herein lies the great opportunity, as you must catch up with the market and try to catch up with the S&P 500 index, and you will then realize that you need to invest in stocks that may bring you a qualitative leap during the next sixty days.

For example, AMD shares are likely to continue growing in the near and long term, which is very exciting. It's a great stock to invest in. I don't know what more to say.