AMD 全部观点

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

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.

And then there's AMD.

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

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 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

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.

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.

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.

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.

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.

Because AMD has dropped a lot today. It was a drop of $60,000. So, when these two shares go down in the public account, it hurts the account significantly.

I am sure that I will reduce the weight of these shares in the next year or two. If AMD and Meta go down a lot, the entire public account will go down a lot.

AMD close 3.6 on the downside today. That's not bad, but it's uh it's definitely started coming down a little bit.

For example, we have seen this explosion in AMD. In fairness, we did call for a breakout around the mid4s over here. It happened, but it has gone cookie dookie. We went all the way up to 645 on AMD.

It is overbought on the daily. It is overbought on the weekly.

My first stock that I think could benefit greatly, and has already benefited greatly from this, Rachel , is Advanced Micro Devices (AMD). In the past few weeks since the launch of " Muse", we have seen a fairly positive reaction to the price of "AMD" stock.

The main reason for this is that now, if you have thousands, millions, and possibly billions of people using AI agents , how much processing power would an AI agent need to unlock and use all these different tools?

Therefore, AMD is currently very exciting for me .

Bank of America has a positive outlook for AMD (AMD) stock, reaffirming its " buy" rating and raising its target price to 720. This figure is higher than 620 and indicates a potential rise of approximately 14% from yesterday's closing levels.

Bank of America says that artificial intelligence opportunities are not limited to graphics processing units (GPUs), but that central processing units (CPUs) are a key part of the equation, and this is where AMD's role comes in .

So, let's talk about your first pick today. You've brought AMD to us, trading higher on the session. We're up about a half a percent, but BFA upping the price target because of that Okami anthropic deal.

And at the end of the day, you know, a AMD, I hate to put them down, it's just kind of a baby Nvidia. I mean, it's the same sector. They make very similar products. They just don't have, you know, quite the star power of Jensen Wang. So, absolutely love AMD.

AMD has just become a trillion-dollar company, and in today's episode, Neo and I will discuss what the market takes into account. More importantly, what are some things investors should be watching closely, given that this stock has seen a massive valuation explosion?

We will be discussing Advanced Micro Devices, also known as AMD. AMD is now valued at over eight trillion dollars. The stock has risen by 178.4% since the beginning of the year .

It has been an incredible journey for AMD, but especially for the company's shareholders.

Let's take a look at AMD first, Lisa Su was here this week, wasn't she? You were on the platform with Melania and the " Women in Business" panel that was held here.

Our focus has shifted to AMD. We have a positive recommendation, or rather a positive confirmation and price target increase from Bank of America for AMD today. The stocks are now up by nearly 9/10 of a percent, gaining some momentum in early trading.

AMD performed very strongly last year, rising 290% compared to the S&P semiconductor and technology sectors, which rose 55 % and 30% respectively. So , there is a significant performance advantage, and we can also see that among manufacturers of specialized CPU and graphics chips, AMD leads the pack here.

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.