Invest with Henry 对 $AMD 的判断变化

2026-09-30看涨

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

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.

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2026-09-13看涨

《I Made These 13 Trades In My Last Challenge - The End Results》

说话者看好AMD未来的表现。

我在 Netflix 上看错了，但在 Nvidia、AMD、Microsoft、Meta、Shopify、Palunteer（两次）、Google、Robin Hood、Take Two 上我都看对了，其中有一个仓位我做得不好。

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.

我们来回顾一下 AMD 以及 Palunteer，因为这是我比较有意思、也比较成功的两笔操作。

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

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2026-09-12看涨

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2026-09-02看涨

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