$AMD Advanced Micro Devices Inc.

Jose Najarro Stocks发布 2026-09-28

《If You Own Nvidia and AMD ... GET READY!!!》

$AMD看涨

AMD以82亿美元全股票方式收购WorldLabs，在AI人才与生态成长方面是一项积极的战略举措；管理层的可信度胜过对时机的担忧。

Nvidia 和 AMD 刚刚彻底改变了人工智能市场。Nvidia 刚刚宣布了一项大规模股票回购计划。他们宣布了 AI 智能体安全方面的一项新创新，考虑到他们行动如此之快，这令人印象深刻。AMD 也刚刚宣布了一项收购交易。

Nvidia and AMD have just completely changed the artificial intelligence market . Nvidia has just announced a massive share buyback program. They have announced a new innovation in the security of AI agents , which is impressive given how quickly they are moving.

AMD has also just announced an acquisition deal.

他说在等

WorldLabs 团队能否成功整合进 AMD 的路线图

对 AI 硬件/软件能力产生积极影响

1-2 年财报

若该收购带来切实的产品改进，则支持看涨逻辑；若整合失败，则削弱该逻辑。

WorldLabs 收购案获得监管批准

在无重大障碍的情况下获批

到 2026 年底监管决定

若如预期顺利获批，则支持看涨逻辑；若被延迟或阻止，则削弱该逻辑。

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Financial Education发布 2026-09-30

《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》

$AMD看涨

AMD凭借其在机器人和物理AI芯片领域的主导地位，到2027/2028年将拥有万亿美元市值公司中最高的增长率，并可能跑赢Nvidia。

所以，对AMD来说这是不错的一天，上涨超过10000美元。

So, it was a good day for AMD , rising over $10,000.

如果你持有任何半导体股票，比如AMD、Nvidia、Micron或任何这类股票，我今天有重大消息要告诉你，我们将讨论半导体股票从现在起将走向何方。

If you own any semiconductor stocks, such as AMD, Nvidia, Micron or any of those stocks, I have big news for you today and we will discuss where semiconductor stocks are headed from now on.

然后还有AMD。

And then there's AMD.

记住，当我们谈论Micron时，他们向Nvidia和AMD这样的公司出售大量存储器，用于它们的各种芯片组。

And remember, when we're talking about Micron, they sell a lot of memory to companies like Nvidia and AMD for their various chipsets.

看原视频00:40

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Jose Najarro Stocks发布 2026-09-30

《Micron Earnings Call LIVE -- AI Stocks!》

$AMD未站边

AMD 估值偏高，市场因其在 CPU／AI 加速器领域的地位而给予溢价，而非按大宗商品看待。

因此，随着更多供应上线，如果我们开始看到平均售价下降，我认为AMD和Nvidia实际采购的HBM数量会增加。

And so as more supply comes online, if we start to see average selling prices go down, I think there will be an an increase of how much HBM that AMD and Nvidia actually purchase.

Jose，为什么这种担忧没有发生在Nvidia身上？为什么只发生在Micron或Dell身上？或者AMD，为什么只有Micron承受这种担忧？

Jose why why why doesn't that fear happen to Nvidia? Why is it only happening to Mike or Dell? like why or AMD why is it only in Micron that's getting that fear

看原视频17:01

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InvestAnswers发布 2026-09-30

《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》

$AMD看涨

AMD 表现强劲，具备持续盈利增长的潜力；当前股价远低于峰值水平，相对其历史估值提供了入场机会。

AMD，你说过在 639 看起来会下跌。我们在这里得到了卖出信号，趋势在 612 反转。卖出信号在 640，历史最高点是 645。我上周说的是 639。但正如我们能看到事物在上涨中失去动能，我们也能看到它们在下跌中失去动能。

我认为如果你看这里，我们似乎在 600 美元水平很好地反弹了。从 600 到 604。她似乎想回到顶部。

AMD, you said at 639 it looks like it will go down. We got the sell signal here and the trend reversed at 612. The sell signal was at 640, and the all-time high was 645. I said 639 last week.

But just as we can see when things lose their momentum on the rise, we can see when they lose their momentum on the fall. And I think if you look here, it seems we are bouncing off well at the $600 level .

From $600 to $604. It seems she wants to return to the top.

看原视频20:39

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Invest with Henry发布 2026-09-30

《If You Missed Palantir... These 5 AI Stocks are Next》

$AMD看涨

尽管高估值反映了乐观预期，AMD仍具备强劲的长期潜力；它是说话者第五看好的AI股票。

今天，我将谈谈 AMD、Broadcom、Amazon、Meta 和 Nvidia。

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

AMD 已成为一家市值万亿美元的公司，其数据中心业务的增长解释了投资者为何对它如此感兴趣。2026 年第二季度，AMD 实现收入 115 亿美元，同比增长 50%。

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.

他说在等

数据中心营收增长、GPU部署以及毛利率

在不牺牲盈利能力的前提下持续扩张

未来几个季度财报

若增长持续则支撑看涨逻辑；若利润率受损或部署里程碑未达成则削弱该逻辑

看原视频00:35

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Meet Kevin发布 2026-09-29

《THESE Stocks might Get SCREWED》

$AMD看跌

AMD 股价在上涨 183% 后已处于超买状态，当前估值可能被夸大或为时过早。

例如，我们看到了 AMD 股价的这种爆发式上涨。平心而论，我们此前预计会在四十多美元中段出现一次突破。突破确实发生了，但情况变得相当疯狂。

For example, we saw this explosion in AMD's stock. To be fair, we had expected a breakout around the mid-forties here. It happened, but things got pretty crazy.

AMD 股价已达到 645 的水平。它在日线图上处于“超买”区域。它在周线图上处于“超买”区域。我只是觉得其中有些东西有点为时过早，因为我认为我们并不需要那么多处理器。

We have reached a level of 645 in AMD stock. It is in the "overbought" zone on the daily chart. It is in the " overbought" zone on the weekly chart. I just think some of this is a bit premature because I don't think we need that many processors.

看原视频00:25

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Meet Kevin发布 2026-09-29

《buy this.》

$AMD看跌

AMD近期的上涨已过度，Agentic AI CPU的逻辑被过度炒作。

我认为 AMD 涨得有点太多了，而在 Agentic AI 的背景下，CPU 这一块有点过度了，

I think AMD's run a little bit too much and CPU play is a little overdone with Agentic AI,

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FAST Graphs发布 2026-09-29

《Want Investing Success? Master Compounding First | FAST Graphs》

$AMD看涨

AMD 预期的高盈利增长足以支撑其当前估值；若业绩预期兑现，持有至年底有望获得约 55% 的回报。

接下来是 Advanced Micro Devices。有人问起过它。我一直在给大家展示这家公司迄今为止的历史，但让我们来看看它的未来。如果这家公司在未来两年零一个季度里如分析师预测的那样增长 73%，我想强调一个重要观点。

分析师已大幅上调了对这家公司在这张图表所示每一年的盈利预期。如你所见，利润从 2025 年的 4.17 美元上升，增长 80%，到 2026 年达到 765 美元，并预计在接下来的一年，也就是 2027 年翻倍，然后再增长 43%。

因此，鉴于这种递减的累积，如果你今天买入这只股票并持有到年底，而公司实现了预期的盈利增长，你将获得大约 55% 的年均回报率。这低于公司的预期增长率，因为从技术上讲，当股价位于橙色线之上时，你为这只股票支付了额外的价格。

不过，多年来我在之前的视频中一直强调的一点是，如果一只优秀的成长股已经以高速度增长，你确实不能为它支付过高的价格。

Now, here's Advanced Micro Devices. I was asked about it. I have been showing you the company's history so far, but let's look at its future. If this company grows by 73% over the next two years and a quarter as analysts predict, I want to make an important point.

Analysts have significantly raised their estimates for this company for each of the years shown in this chart. As you can see, profits rose from $4.17 in 2025, grew by 80% to reach $765 by 2026, and are expected to double in the next year, 2027 , and then grow by another 43% .

Therefore, given this diminishing accumulation, if you buy this stock today and hold it until the end of the year, and the company achieves the expected earnings growth , you will get an average annual return of approximately 55%.

This is less than the company's expected growth rate, because technically, with the price above the orange line, you would have paid extra for the share. However, one thing I've emphasized in previous videos over the years is that you really can't pay an exorbitant amount for an excellent growth stock if it's already growing at high rates.

看原视频08:58

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AMD

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