AMD

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I think that's the one I'm going to add to the watch list for today.

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I think that there is still quite a bit of growth left to come for AMD.

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pullbacks are going to be buying opportunities.

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Okay, so the first stock on my list is going to be AMD. and specifically because of their new Helios platform that's come out.

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you were recommending AMD when it was on a huge downfall almost two years ago and people were calling it, you know, portfolio destroyer.

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The power gauge rating is bullish for Dell, for Micron, for Sandis, for AMD, and they've all pulled back substantially from their highs in some cases more than 20%. These stocks in my view are buyable right now

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These are the five names he is very bullish on for a buy in May. And of yes, AMD is also on this list

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Let's talk about one of your favorite names out there for your fifth stock on this buy list.

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Well, AMD will benefit, they do both. They'll benefit from the rise, the sudden rise of Aentic AI. They're going to benefit greatly from this.

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stocks number three and four will kind of be a two for one, but we're talking about AMD and Nvidia. Why do they make your list as stocks to look at in this SpaceX launch story?

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...I think that advanced micro devices might be the very best one.

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So to me AMD is a good stock for the year and it's probably going to be a great stock for next year too.

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I think that AMD is worth it here at $400 plus dollars a share.

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if I didn't have a share in Nvidia, I would definitely be buying into AMD.

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I'm not anti AMD. I recommend the stock.

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if I if I had some cash left over, I would be buying AMD right now, but unfortunately I don't.

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Next he recommended AMD also in January 2025

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Fourth is advanced micro devices. AMD is not just an alternative compute provider.

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Nvidia, AMD, Broadcom

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another winner would be AMD.

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Another winner would be AMD.

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AMD.

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names like like an AMD, I think you start to look at that.

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on the semiconductor side Nvidia, Broadcom AMD and a little bit of Qualcomm. Those are our stalwarts.

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obviously AMD is crucial

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I still am a firm believer that this is a stock that's going to have a stock price of over $600, even $700 within the next two to three years.

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Overall, still extremely bullish in this company.

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most selloffs in my opinion depending on the stock not every stock is usually an opportunity for me to add to my portfolio

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So, 516 is the immediate target for AMD and I think it looks like it's worth taking risk on going into next week. Put it on your watch list and let me know if you like the trade idea.

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you need to take some of your position out of that Nvidia gain and put it into something that could double and I just chose AMD.

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I am actually heavily considering going in and adding into some sort of swing trade for AMD, maybe even just riding it back up towards $500 if given the opportunity

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I did tell you guys if it does come back down towards the bottom side of the structure, I will be buying.

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I may either do it in the new hyperscalers portfolio, which would make a ton of sense. I also may do it as a long trade. I may just go open up a 3x to 5x um long trade on AMD over on liquid.trade and just go from there.

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that is when I'm going to do my buying and I'll keep you updated

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If it goes on some sort of continued pullback into these levels, guys, I'm accumulating. I'm going in on this thing because I just don't agree that this is some terrible piece of news that justifies a crash.

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why this could be a dip buying opportunity, why I may actually be going in and deploying funds into some sort of long trade on AMD

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I am going to be going in and adding AMD to the portfolio because I just don't agree that this is some terrible piece of news that justifies a crash

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Same thing goes for AMD. AMD sitting at a minus 2.79 on its HCI, on its Hill Conviction Index.

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you like AMD better than Nvidia

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That is why AMD earns the second spot on my list of favorite AI stocks to buy right now.

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Why go all in on Nvidia, right? Go Nvidia and AMD.

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Some of the others are Iran, P6, AMD, Intel, TSM. I mean, these are all good names, Corning, Micron, these are all good names, but I think some of my favorites are the ones we just talked about.

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a AMD is the best buy at this moment as I talk to you.

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I think AMD looks really good.

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I'd be selling as many shares as I could and get the cash in my pocket.

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Others say buy them now before they double from here again.

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AMD, ticker symbol AMD, shocker, is rated at a B. It's a buy recommendation.

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I really like AMD here.

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this gives you an opportunity to add into these positions or especially if you don't have any exposure right now.

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AMD outperform 550 target.

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and AMD

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We feel like there's another year of capex that's good for Nvidia, that's good for Micron, it's good for AMD.

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Any of them can be bought. All of them should be bought.

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If you want GPUs, to me that's AMD or Nvidia

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Here's why I own AMD and I like AMD moving forward.

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maybe you could buy a little before and if it dips, you buy a little after

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now let's jump to stock number two, which is going to be AMD.

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stock ideas include AMD, Marvell, CrowdStrike, and Palantir.

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that's an area I would be looking to buy shares of AMD.

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Third on the list is going to be AMD

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For me, AMD, believe it or not, is still a buy.

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I would say that AMD has not only one catalyst, but it actually has two catalysts. So it's ramping a new generation of CPU at the same time that they're ramping a new generation of GPUs. That is a powerful combination.

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So, let's look at AMD. That's sort of similar thing. Uh in this one you bought and it went sideways for a little bit of time.

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AMD AND ANTHROPIC, ANTHROPIC WILL PURCHASE TWO GIGAWATTS OF AI CHIPS NEXT YEAR. AMD WILL INVEST 5 BILLION IN ANTHROPIC.

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if you want to be in the most exciting stock in the market in 2027, you better own AMD.

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I think it has an epic end of year run.

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if you're bullish on a lot of these semiconductor stocks, right, the AMDs or the Microns or, you know, any of these other high quality ones, you know, if you're you're bullish, you this is usually one of the best times to buy is when you're in this kind of like doldrums of the summertime

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Number nine of 10, this is mega growth. AMD. AMD.

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SoFi and AMD are looking tasty today. Heck, MU is even tempting at $777.

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AMD, AMD, I rank at a 7.5.

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If AMD is 850 tomorrow, I'd sell 1555 shares tomorrow.

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likely for every 25 to $50 over 625, I'll cut another 200 shares and another 200 shares.

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If in the next six to nine months AMD goes 625 plus, I'll start cutting AMD shares 200 at a time.

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You got to do exactly what I'm doing. own AMD heavy

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Look at when I picked up those AMD shares

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Then I would cash another 500 shares if and when the stock goes to the 900s.

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And then I would cash one last 500 batch at 1100s range.

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So, I think I'll cash my first 555 shares and take profits on that in the 700s.

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So, I'm absolutely going to be interested in selling AMD and cashing profits over the next we can call it 6 to 24 months, but I can't see myself selling all out of all of it

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AMD big long-term opportunity still

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AMD, I mean, I when I was talking about loading up on AMD last year and into the, you know, uh, what was at the end of 2024, I think when I first started my position, right? And I was loading up shares last year.

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Advanced micro devices raised to buy from neutral. So Goldman Sachs, one of the arguably the biggest name on Wall Street, right? They now say buy AMD stock.

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Stifl advanced micro devices maintained at buy by Stifl.

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So, AMD in the 400s is still a steel deal if this scenario plays out...

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...we have the stock going to about $2,000 to $2,500, which would mean even in the 400s today is still a steel deal.

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Advanced micro devices maintained at a buy by benchmark.

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Advanced micro devices maintained at a buy by Rosenblat.

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Advanced micro devices maintained at a buy by DAD Davidson 425 price target.

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Advanced micro devices raised to buy from neutral by seapport global.

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You have to own either Nvidia or you have to own AMD or you have to own Micron.

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He's got an outperform rating, a $600 price target on the stock.

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But the spillover effect for AMD just like we see with Alphabet. And I think that's going to continue to play out.

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we like Broadcom, NVIDIA, AMD

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AT LEAST THE ONES WE LIKE -- BROADCOM, NVIDIA, AMD, AND USERS LIKE AMAZON, MICROSOFT, GOOGLE, ETC., WE THINK THEY ARE PLAYING INTO A VERY QUICKLY GROWING MARKET.

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We also like companies like AMD

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WE THINK COMPANIES LIKE AMD, WHICH HAS GREAT TECHNOLOGY -- THEIR 450 RAMP LOOKS PROMISING, AND THEY ARE SHOWING UP WITH A WHOLE RANGE OF COMPUTE AND NOT COMPETING WITH CUSTOMERS AS MUCH. THAT IS A COMPANY THAT IS VERY WELL POSITIONED IN COMPUTE.

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AMD will be a beneficiary of that.

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AMD, TOO STRONG BUY, THE PRICE TARGET GOES 241.

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BANK OF AMERICA RAISING THE FIRM'S PRICE TARGET TO 620 AND KEEPING A BUY RATING ON THE SHARE.

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Any of them can be bought. All of them should be bought

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IF YOU WANT GPUS, TO ME, THAT'S AMD OR NVIDIA.

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then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.

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AMD 1.58 peg. These guys are cheap.

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that would be the best time to buy GPUs and other related stocks in the stack. Think about it. Nvidia GPUs, AMD GPUs

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there's some dip by opportunities here. Holy smokes. Also aligns with the alpha report we had this morning, especially on AMD.

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Semiconductor stocks like Nvidia and AMD are cooked.

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still net bullish AMD

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less bullish AMD

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there are some, you know, select hardware stocks I do like, AMD, Marvell, Qualcomm, just to name three of them.

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If Qualcomm, Marll or AMD come down enough, I will be a buyer of them.

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I continue to dislike hardware stocks, AI hardware stocks.

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Like, you're not finding alpha in AI hardware.

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I'm bullish on Qualcomm, Marvell, AMD and you know, there's probably others that could also do well

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I'm bullish on AMD

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I am actually bullish on Qualcomm, Marvell, AMD some of these names

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I'm bullish on Marll, Qualcomm, AMD if you guys did not know

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I'm quite bullish on AMD

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I'm actually quite bullish on AMD.

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I'm quite bullish on Marll, Qualcomm, AMD.

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Within AI stocks, you have Qualcomm, Marll, AMD. These are kind of the three that I like. AMD not as much because it's up a lot, but Qualcomm, Marll, if you want, if you're in love with AI hardware, those are interesting to me.

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I think AMD is compelling, Qualcomm and Marll among others

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AMD If AMD continues to execute, there's a lot of room to take market share from Nvidia. AMD could be a multi-trillion-dollar market cap one day.

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One company, for an example, is AMD. If AMD really executes and they start to give Nvidia a run for their money, AMD at around a trillion dollar market cap, could that double, triple, or even 4x in the next couple of years? It could.

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if you want to start buying the dip in some AI stocks, it could start to make sense

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I also like AMD. AMD, you know, it's not killed by the law of large numbers. Yeah, expectations are high. Yeah, the stock is high. But if it does come down, I think that would be an attractive buy the dip opportunity.

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I actually like AMD. I think AMD could be a winner here

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And I think the first one is AMD.

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Long story short, Nvidia, AMD, Marll, Broadcom, Qualcomm, these would be like top tier buy the dip opportunities within the AI trade.

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I like AMD, you know, I actually like AMD

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AMD for that matter. AMD doesn't look as bad, but doesn't look great.

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I could probably do a little nibbling right now.

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Retrace back down to this trend line at 5181 and then that could be the breakout retrace bounce play on AMD.

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if you're watching this and you're wondering what semiconductor and what hardware names to invest in, Nvidia, AMD, Broadcom.

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AMD without question. AMD without question.

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AMD, I think it's going to go on an absolute ripper rally through the end of the year

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I was buying that stock insanely aggressively

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AMD

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at least it's a buying opportunity for people that are looking to want to own AMD over the next several years.

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if you like AMD for the long term, own the stock. Don't play all these games.

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I probably have to go all in AMD.

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I want to get out of AMD like in the next 6 to 12 months because I believe, you know, it's almost a guarantee that 28 is flattish capex for these companies.

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AMD great earnings.

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AMD

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Buy here

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AMD, we see it dip, buy.

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sell here

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buy here

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we had multiple buy and sells along the way

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This is a buy alert all the way up to the seller.

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Same thing can be said for advanced, you know, micro micron, right? AMD, Broadcom, whatever it may be

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anything kind of below that 450 would be kind of an aggressive accumulation zone.

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Strong buy would be below 470

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good buy would be 470 to 500.

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AMD is hands-down poised and positioned to directly benefit from the next wave that are coming with AI, agentic AI and inference ultimately, okay?

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the potential winners. AMD, Intel, and ARM.

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I'm going to go with AMD here because what we heard from Jensen was that the market is supply constraint.

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I own an AMD, quite bullish on it.

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Of course, we're talking about advanced micro devices, ticker AMD.

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AMD is clearly still losing the game here.

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Yeah, so obviously I have to start with the source of the shock wave itself, Advanced Micro Devices, ticker AMT.

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I really like AMD here.

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AMD was another name Broadcom or and then PayPal and Adobe. Those were the top five sells on the list

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you continue to describe this as an opportunity to buy the chip dip.

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So not surprised to hear that you're positive on AMD and what we might hear from them.

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I think that AMD that's a stock I've mentioned several times on your shows, and I still like it because it's just racking up one major win after another in the AI world.

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Alell AMD.

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the single most popular choice was AMD with 41 votes.

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AMD micron western digital and seagate technology in his selection

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AMD with 165%

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best of us investors with AMD

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Intel and AMD

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AMD and Lamb Research

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He managed to pick AMD

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AMD is the secondary bet

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BofA also raising the firm's price target to 620 from 550 and keeping a buy rating on the shares.

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KeyBank Capital uh of their target on AMD to 725 from 530... maintaining an overweight writing that strong AI data center demand is driving chip momentum.

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AMD represents an extraordinary growth engine to accumulate on every market dip.

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this 20% discount offers exceptional asymmetric potential.

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I am buying every share of three critical infrastructure leaders breaking these operational traps wide open. Let's begin with our first high-conviction allocation, Advanced Micro Devices, ticker AMD

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First on the list is Advanced Micro Devices, ticker AMD, which is proving that the market's fear of an AI cool-down is completely unfounded.

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That's why I am not buying AMD after its earnings report.

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dumping roughly $14 million in AMD stock

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Moving from digital platforms back to raw processing power, our third stock is Advanced Micro Devices, ticker AMD, a semiconductor leader making a massive evolution from supplying standalone CPUs and GPUs into a full-stack rack-scale AI infrastructure provider.

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First on the list is Advanced Micro Devices, ticker symbol AMD, which is no longer just a challenger playing catch-up, but a full-stack AI powerhouse built for the multi-gigawatt era.

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Today we are breaking down the three best bottleneck stocks to own right now. Let's begin with our first bottleneck play.

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our fourth play is the X86 powerhouse poised to dominate the next phase of computing. Advanced Micro Devices, Inc. Ticker symbol AMD.

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dumping over $23 million in Advanced Micro Devices AMD

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Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

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11% in AMD

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why buy an AMD today when you can buy an Nvidia

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with AMD I already told you if it does go way below $500 per share if it happens great if it doesn't it doesn't but looking the market cap, looking at the huge potential of this company, this is one I am willing to buy the dip on.

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for me to start adding more to an AMD right now, I would love love to see a nice pullback

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I would maybe put an AMD on there under 500 bucks, maybe closer to 480 or so could start to look a bit more interesting.

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AMD outperform 550 target.

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No on this one. I'd skip this one, too.

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I still like AMD.

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I'm looking to trim more right now.

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I got to wonder if this one is just getting close to wearing out its welcome. Even on that earnings bonanza, the stock still trades for a price of 64 times this year's earnings. Very expensive by any measure. Management generally beats its forecast, but hasn't always been able to give investors enough. The stock fell 17% on the fourth quarter report while jumping 18% during the most recent earnings. The market is only pricing in a 5% move on this quarter's report, which given history, I think is underestimating the risk here. It is a good company and we made a lot of money investing in it last year, but right now just too expensive and too much risk.

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AMD

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while he reduced Micron, AMD, Alibaba and Qualcomm while exing several other tech and China positions.

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My verdict would be to avoid chasing the decline.

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ছয় নম্বরে, AMD-এর শেয়ার কেনার জন্য অপেক্ষা করতে হবে, যার প্রবেশ মূল্য ৩০০ ডলারের উচ্চ সীমার কাছাকাছি হওয়ায় অনেক বেশি আকর্ষণীয়।

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60% of their AMD stake

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They also reduced Alibaba AMD Qualcomm um WHR

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I'm not long AMD. I used to be. I sold out of it. I probably sold out too early like I've said before, guys.

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They put a buy rating on it.

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it's just asking to get shorted at this point.

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He has built a short position of up to 8.5 billion dollars across the entire semiconductor supply chain, including Nvidia, AMD, Broadcom, and ASML.

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you want to short AMD