AMDs growth will surprise a lot of investors, as right now the street is questioning the ability of Lisa Su to deliver the numbers she has guided. I have a long term AMD position (5-10 years) as well, but I do believe because AMD will see super fast growth their could be a potential narrative shift that AMD could hurt NVIDIA, and we could see an NVIDA sell off. I think the market will overblow how much market share AMD will take. I expect in the back half of 2026 when MI450s start selling AMD could see $300-$350 and if so we could get a possible buy opportunity on NVIDIA because sentiment can really change a stocks trajectory.
Posted by Himothy8
3 Comments
😂
1trillion market cap
I don’t think we’ll see the previous November highs for a long time. That was a rare combo of a good earnings, great guidance, and hyping the shit out of the stock at investor day.
But I’m still holding till the AI bubble bursts.