AMD Shareholders‼️ $1 Million in PROFIT 💰

追加: 2026-06-01

[00:00:00]A, [clears throat] M, D.

[00:00:03]Unbelievable. We just crossed over $1 million in profits on AMD stock in the public account alone. This does not include the Patreon portfolios, doesn't include all my private portfolios, which are loaded to the sky with AMD shares. I mean, incredible. Just one stock in one portfolio up over $1 million. This is why we play the game, right? This is why. When you go on a run like this, it is it is a great feeling, right? It's a great feeling cuz you put in the work, you you you know, invested your hard-earned money into whatever that stock is, and then it goes on just an absolute ripper run. And I've been fortunate to be in a lot of these stocks over the years, right? You know, um back in the days before I was on YouTube, we had a company named I had a company named Trinity Industries, which was one of my first big huge runners that just went insane. That was back in like 2000. Oh gosh, that was like in 2010, 2011, 2012. They actually made real cars, and fracking was taking off in North Dakota, and you had to move the oil somehow, and so this company was so well positioned for this particular market. And that was one of my first stocks that went on a big run. Monster Energy was another one. And then another one that went on an insane run was a company named Cabela's back in those days, right? And those were all before I ever was on YouTube, right? And then, you know, since I've been on YouTube, which has been about a decade now at this point in time, I've had a few insane runners, right? First was Tesla, that was like a 2000% gainer for me.

[00:01:31]Palantir was like 2000% gainer for me, right? Uh Meta's been a huge gainer, like 500% or so, right? Uh then we had Did I talk about Palantir yet? Yeah, I think I talked about Palantir. Meta, and then now we have AMD. Oh, Elf Elf on the Shelf was a huge runner, you know, that stock's up like 600 or 700% since I first started investing in that back in 2019, right?

[00:01:55]And then now we have AMD making this unbelievable run, right? And this is a fun part of you know being in the stock market, right? And you got to go through pain. Like sometimes you're going to get it wrong. Sometimes you're going to invest in a stock and you're going to lose money, right? And that's never fun.

[00:02:08]But when you get it right and you go on one of these legendary runs, oh man, it is a lot of fun. And it it what it does to your your percentage returns is is unbelievable, right? Cuz you might lose 20% in a stock, right? Like say you bought Adobe and it's like it hasn't worked and you you know you're kind of losing faith, you sell it. Lost 20% like dang. But then you go make 200% on another stock or 500% like makes that 20% offset look like nothing. And the biggest thing is you've got to be right about your big investments, right? So I've been fortunate to be right about big investments over time, right? Now, here's the thing you got to understand about AMD stock if you're wondering how much further could this run go, right?

[00:02:51]Listen.

[00:02:53]I posted this on my X page the other day. If you don't follow me on X, you might want to. It's linked in the description area down there if you're somebody that uses X, right? I said AMD stock could hit $1,000 this year or next. I've been talking about this for a while now at this point in time, right?

[00:03:07]The thing with AMD stock is the numbers are going to accelerate so rapidly, the price targets from analysts and I've been talking about this for what, a year now at this point in time? The analysts chasing the stock.

[00:03:19]There's so much going on. It's it's it's it's almost like chaotic. It's almost chaotic. Cuz the numbers going to rise so rapidly for AMD over the next several quarters and over the next several years, the analyst price target rises over the next, you know, at least 6 to 12 months is going to rise so rapidly.

[00:03:36]You have analysts chasing analysts. I mean, it's just ridiculous, right? You have money chasing money. You have traders coming in the stock cuz it has momentum. It's just chaos. And we're in complete chaos mode now for stocks like AMD and stocks like Micron, right?

[00:03:49]Complete chaos.

[00:03:51]And so just understand like this run could go to a thousand plus this year or next. Do I have any bets placed that it's going there short term? No, I have no call options on AMD like it's going to go to a thousand, right?

[00:04:04]Cuz I don't want to put my I don't want to stress about that. I don't want to worry about is it going to go to a thousand this year or is it not? Like no, I'm good. I got AMD shares coming out my ears. I'm perfectly fine with this, right? And if it doesn't run to a thousand this year or next, that's perfectly fine with me as well. I'm doing pretty well on the stock as it is, right? If it stays here, cool. If it runs to 700, cool. If it runs to 900, cool. If it runs to 1100, cool. Like I'm good whatever way we want to slice it in regards to AMD. This is just chaos now at this point in time, right? And here's what's going on.

[00:04:34]The truth is no one knows how crazy AMD's revenue is about to get. We just know it's going to get crazy, right? Analysts are way too conservative with their numbers. Next quarter they have them growing 37%. The following quarter, I don't even know how this is this looks ridiculous. Like they're talking about 34, 35%. Oh no, excuse me. This was the previous quarters what's been going on, right? So they just went from 34% to 37%, right?

[00:04:59]Now the question is how crazy are the numbers really going to get? So here are projections about where AMD this is what analysts are putting out there for where they expect revenue growth to go. And look at this, okay? Analysts have them growing 47% next quarter. Low, that's a low number. The following quarter, this was a shocking one to me. They have them in the September quarter only growing revenue 34%. Now keep in mind, listen.

[00:05:24]34% would be amazing for almost any other company in the world.

[00:05:27]For AMD and with the stage you're at, that's actually not a good number. This is laughable. They're going to be already ramping heavy their GPUs at this point in time 450 series. So you got to understand that revenue number they have for that Basically what's going to happen is next quarter, right? Which their next quarterly numbers going to come out about two months from now, maybe a little over two months from now. What's going to happen is AMD is going to smash this number, okay?

[00:05:52]Then what's going to happen is they're going to put a guidance out that's going to be so far ahead of where Wall Street is right now, unless Wall Street brings up these numbers rapidly, that everybody's going to be in shock. It's going to be a shock and awe situation, right? This is This is not even close.

[00:06:06]Um and so they've made a big mistake here, like a colossal mistake. This number needs to be This number needs to be 13 or 14 billion. They're at 12.3, come on. No, okay? Then after that they have them going to 51% growth, 59% growth, 57% growth. All those numbers, in my opinion, way too low, cuz we're talking about they're about to ramp the GPU business in a way they've never done before, right? And they've got all the big customers lined up for those. And additionally, CPUs. Now CPU demand's way higher than anybody anticipates, and they're going to be able to raise price, likely, on all those CPUs as well. So, I mean, oh my gosh. And by the way, they have other businesses as well. It's just those two really are going to be the the big dogs, right? Now, the even bigger issue here, that if you're wondering can the stock go a lot higher, it can, is analysts are way too low with their earnings per share expectations. Like I'm looking at the September quarter, analysts have EPS only being up 50% year-over-year? It's laughable. It's laughable.

[00:07:05]You know how much Like this is ridiculous. 68%, 97%. These numbers aren't even remotely close to how much they're going to be up. Like I They're off by a mile in my personal opinion, okay? We're talking about these type of quarters, they're going to be deep into the triple digits every quarter for that earnings per share growth. Deep.

[00:07:24]Deep. Into the triple digits, okay? And so, like this is analysts doing what they do, making mistakes. One after another after another. They don't understand one, they're way too low with their revenue expectations. Two, the earnings per share is going to go up way more rapidly than anybody anticipates, cuz the margins are going to be way better than anything AMD's ever seen in their history by a mile. It's not like it's going to be close. It's like this is going to be the best best margins for the next several years that we've ever seen in AMD's history. I mean, it's going to be insane. So, these are earnings per share numbers. I look at that and I'm like I just laugh, cuz I'm like, "Oh boy, are they off." Like the revenue's bad in regards to how bad they're off in revenue, in my opinion, but the earnings per share is the the much funnier one in my personal opinion.

[00:08:07]My oh my gosh, okay? So, the numbers are all off here by a lot, in my opinion, okay? Now, listen.

[00:08:14]Uh-oh, it just happened again.

[00:08:18]Analysts are offsides again. Look at how quickly it happens. Did I not tell you guys this was going to happen? I told you they were going to be offsides again, quick, right? I've called this time and time again. They're offsides again. Their average price target's 472.

[00:08:33]Now, the stock's pushed into the 500s.

[00:08:36]Which now, what are you going to do if you're an analyst? You better come out and you better raise price targets. You better And you're They're going to have to take them way up. If you think they just took them up pretty high, no. Just wait to this next one. Now, they're going to start doing what I call panic panic price rises in regards to expectations here. I already saw it with MU today. If I recall, there was an analyst firm out today with MU that I think they up their price target to something like $1,650 or something just insane, right? And it And MU just you know, a few days ago was like 600.

[00:09:13]We're talking that's a 12-month price target. And so, what's going to happen now is with AMD, it's going to be panic raises. People aren't just going to raise, let's say somebody's at 400 right now and they're looking at the stock 500 and they're like, "Crap, I'm bullish on the stock, but now I'm way offsides in the price target. Let me raise to 550."

[00:09:30]No, no, no. Now, people are going to be like, "I'm at 400. I'm going to raise to 750."

[00:09:35]The 500s are going to raise to 800.

[00:09:38]The people that are the more bulls that are at 600 are going to start to freak out and they're going to go 1,000.

[00:09:45]And then you'll get your first $1,000 plus price target on AMD, right?

[00:09:51]This is party times in regards to this and this is how it happens, right? And this is this is you this is what we call the perfect storm. And that's how you get stocks to go up hundreds of percent in a matter of a 6 to 18 month span.

[00:10:03]You're wondering like how does it happen? It happens when the perfect storm happens. A stock that was counted out, no one cared about, AMD and Micron would definitely fit that criteria. Like no one cared about these stocks a year ago, right? People were still all on Nvidia at that particular time, right?

[00:10:16]Maybe Palantir and a few other stocks.

[00:10:18]But AMD, Micron, >> [clears throat] >> people were like off to the side. And now these stocks have driven risen hundreds and hundreds of percent, right?

[00:10:26]In such a quick amount of time. So it's when a stock is pushed aside, no one cares about it, right? Then they have fundamental change in the business model, which both those companies do, right? MU's pricing they're able to command right now is just astronomically high along with the crazy demand. And now we have two fundamental changes with AMD with CPUs and GPUs, right? And then you get the analyst community completely off sides and you get a big chase from Wall Street. Then you get momentum traders to come in because these stocks go up like 5, 10, 15, 20% almost every day. So the momentum traders start to come in and it's just complete chaos.

[00:11:01]And it's a fun party. And eventually the party comes to an end, right? But when the party's going on, man, like, you know, there's no stopping it. There's no stopping it. The cops could show up and the party's still going on. It doesn't even matter. The cops are going to join the party. Like that's how epic of a party this is, okay?

[00:11:18]So that's what we have going on there, right? So what I would say right now to everybody out there that is an AMD shareholder, enjoy the party, right? I can understand if people don't want to buy AMD stock because it's at of of a run, right? I can completely understand it.

[00:11:35]The PE ratios are going to look really high on a forward PE basis, on two-year forward PE basis, but just understand analysts are off by a mile. So, the reality numbers are a lot lower than what you're looking at. If you see AMD and you see a forward PE of 70, just understand they're going to be way more profitable than what analysts are expecting. Analysts are wrong again and again and again in regards to AMD, continuously. They're wrong with their numbers almost every quarter. They've been wrong about what type of GPU demand they're going to have. They were wrong about the CPU demand. They're wrong about their price targets. They're wrong about Lisa Su. Remember on the reaction channel? Remember Stacy Rasgon?

[00:12:14]"We don't even know if we need them."

[00:12:16]Disrespectful.

[00:12:17]Unbelievable, right? They're wrong again and again and again.

[00:12:20]So, I understand if people don't want to buy it. This reminds me when Palantir went to like the $60 to $80 range right now. That's what this is kind of reminding me of cuz Palantir was like seven bucks, six bucks back in 2022, right? Folks like myself were buying it.

[00:12:34]I'm sure a lot of you guys made life-changing money on that stock. And then it went on a crazy run, right? And next thing you know it was a $60 stock and people were like, "Uh this is ridiculous. Like what? This is insane, right?" But the numbers for Palantir were going up so fast. Wall Street was finally starting to at least understand the story a little bit and come around to it, right? They're starting to raise price targets. And um and then Palantir went on another big run, right? And it didn't top out until it reached 200 plus. And so, you know, when these stocks go on a run, man do they go on a run. It's a lot of fun, right? MU, let's talk about MU for a minute, right? Cuz this is a stock absolutely running here. So, with MU, it's another one. Enjoy the ride, right?

[00:13:13]Enjoy the ride. Like it's a fun ride right now. They're going to make so much money over the next few years it's disgusting. Like the net margins of of MU are just, you know, totally unsustainable for the long term, but for the short term, the next year or two, like they're going to pull it off.

[00:13:27]They're going to do these like 60% type net margins that are just like mind-blowing, [snorts] right?

[00:13:33]When will the ride end with MU, Micron stock?

[00:13:37]Here's Here's what There's one of two ways the ride can can end with Micron stock. One, obviously like the all these hyperscalers, like, you know, Amazon, Google, all those sorts of companies, right? Meta, you go through the whole list of them that are spending fortunes.

[00:13:54]Like, let's say they pull back. That would hurt, obviously, Nvidia, AMD, Micron, like that hurts all those sorts of stocks, right? So, that's one way, but that doesn't look super realistic, at least in the short term, right? 3 years from now it's a complete, you know, wild card, but right now in the very short term doesn't look realistic, right? So, the only other way I could see Micron party ending, and this is what I was doing some more thinking about this, is if big companies say they're going to enter the memory space in a big way.

[00:14:21]I'm talking like one company that came to mind is actually Amazon. Amazon's afraid to spend stupid amounts of money out there to build a business that they could make a lot of money on over the next 10, 20, 30, 50 years, right?

[00:14:35]If you're of the belief that AI's going to continue to take off, the demand for memory is going to be exponential over the next decade, multi-decades, right?

[00:14:43]If you're a company like Amazon, why not get in the business? Why not, you know, they've got the money to invest. If they want to, you know, the the only issue with memory, the reason, you know, why is it like three companies really dominate, Micron, SK Hynix, Samsung? The reason being is not because, oh, you know, the technical capabilities are so like impossible. No, it's not that. What it is is it takes tens of billions of dollars to build the facilities and do it on a on a high level.

[00:15:12]Like Micron does it or like SK Hynix does it or like Samsung does it, right?

[00:15:16]So, big companies could do this. Intel could pull it off if they want to pull it off, right? And they could enter this market if they want, right? Uh Western Digital might be a potential, we'll see.

[00:15:25]But I look at a company like Amazon, I think they're actually the ones that, you know, could think about how much Amazon's going to spend on just memory over the next 10, 20, 30 years.

[00:15:35]Why not get in the business and why not make a fortune of money along with it, right? And also be able to produce yourself memory for cheaper prices.

[00:15:41]Like, you know, so that's how the that's how the party could end for Micron. Is those companies slow down spending or a bunch of competitors come in this market and say, "You know what? It's about enough of this." Because the issue with Micron is they've always been able to kind of fly under the radar, right?

[00:15:57]They've never been a massive market cap company. The market cap of Micron's been like tens of billions of dollars or maybe a hundred billion or so. The issue is now Micron's a one trillion dollar plus market cap and it could be on its way to two trillion dollar market cap.

[00:16:09]In the amount, I mean, we could be talking about Micron brings in, you know, 200 to 300 billion dollars of net income over the next few years. Net income. I'm not talking revenue, I'm talking net income.

[00:16:22]That gets on everybody's radar.

[00:16:24]Everybody starts looking at that and saying, "You know what?

[00:16:27]Maybe we should throw our hat in here."

[00:16:29]And so, right now it's party on, but just understand if next thing you know this company, that company wants to come in this market, they could do it. It's not impossible. It's actually much easier to compete with somebody like a Micron than it is somebody like an Nvidia or an AMD, right? You want to try to create better chips than or as good of chips as Nvidia, there's really only one company in the world that can really do that and that company's AMD, right?

[00:16:53]And even AMD has trouble with that.

[00:16:55]That's brutal. If you want to create high bandwidth memory, you can do that.

[00:16:58]It's going to be very costly, but you could do it. You can pull it off. It's not like this is like, "Oh, this can't do this." No, no, no, you could do it.

[00:17:05]It's going to cost you tens of billions of dollars to do it, but you could do it. And so, we'll see what happens, right? But this is what's going on. So, for right now until either of those two scenarios play out, enjoy the ride as an MU shareholder, right?

[00:17:19]>> Hey, it's Jeremy. I hope you really enjoyed that clip here today. Listen, there are three main areas a long-term investor has to understand. You have to understand financial statements, income statements, balance sheets, cash flows.

[00:17:30]You have to understand and master portfolio management, and you have to have the ability to project what is possible for companies in the coming years. Bear scenarios, bullish scenarios. All these skills can be learned, and that's the good news. And I'm still just a regular guy who's out here. I just have a lot of passion for the market. I've learned a lot over the last 15 years. I had a tremendous amount of success, and I have a dedication to teaching people everything I have learned in the past 15 years. I can do it, you can do it, too. You can learn all that's required to become a great investor in my private group. The application is going to be down there in the description area. You can click on that, fill in an application, join us in the private group, get access to all my best course curriculums teaching you everything that I got in my head, and you get ability to join our six-figure, seven-figure Hall of Fame. We have such a tremendous Discord. It's incredible.

[00:18:24]So, once again, description area down there. There's a link. You can apply to join my private group in there.

[00:18:30]>> Uh overall, I mean, we're still talking about a company growing, maybe a little bit slower than what it was in the past, but everybody really wants to know what exactly this pivot to a Gentek AI and this 360 model, and whether Marc Benioff can pull it off. What did we learn or what did you learn out of this report just now?

[00:18:48]>> Well, the two stories, Salesforce and Snowflake, couldn't be more different.

[00:18:53]And And to your point, they do illustrate what's happening in software right now. So, Salesforce's expectations were very low. They're trading at 10 times cash flow. Nobody expected anything, and yet especially in terms of their guidance for the next quarter, that looks like to be a disappointment.

[00:19:11]And that means that that transition that you're talking about for moving into more AI-centric and having that drive and acceleration in the business, that's just not happening yet.

[00:19:22]>> With all due respect, Gil, listen.

[00:19:26]The AI side of the business is such a small percent like it's growing rapidly, but when it's off of a such a small like uh percentage of the overall pie, like it could grow 300% and it's like a small number, right? As time ticks on, the quarters tick on, the business gets bigger, it will start to matter significantly, sir.

[00:19:45]>> talked about the fact that they expect to start accelerating in the back half of the year and going forward. They gave 5-year guidance for double-digit growth, and yet right now it looks like they're going to grow more like 6, 7, 8% on an organic basis. Next quarter, that's going to require quite a bit of acceleration in the second half. So, that transition to AI is taking a lot longer to being driven by AI is taking a lot longer based on these results.

[00:20:13]>> It seemed like one of the theories with regards to how Salesforce could sort of thread this needle on this AI disruption was the idea that it would kind of become, you know, like like the Switzerland of AI, if you will. It would kind of offer everything under one umbrella. Um do you see that as a potentially viable strategy? And more importantly, would it even be a unique strategy given seems like some other companies have they have the same idea.

[00:20:35]>> It is a viable strategy, and there are some companies that are in a position to do that. Microsoft, Salesforce, ServiceNow, these kinds of companies that are very much embedded and entrenched with their customers can come to those customers and say, "Look, you can have humans and agents work in one place that is is where we are." It's your point, a Switzerland, uh the place where agents and humans meet interact and get tasks done. That is a viable strategy for company that is so entrenched with its customers, and its customers rely on it so much to operate.

[00:21:10]That vision makes sense. It's just hasn't shown up in results. And let's not forget Salesforce got ahead of its skis a couple of years ago talking about how Agent Force is going to drive an acceleration, and we've now had 2 years of significant deceleration. So, until they're able to deliver on the acceleration, the strategy is just that.

[00:21:30]It's a strategy. It's a vision. It's not translating to results quite yet.

[00:21:35]>> Now, do you want to quickly bring in HP?

[00:21:38]They're reporting results right now.

[00:21:39]They see third quarter adjusted >> With all due respect, right?

[00:21:43]In regards to situation, nobody like hardly anybody even used AI 2 years ago. Like if I thought about like who did I know in business or in their personal life is using AI 2 years ago, right? It was hardly anybody. It was only like people that were super up on tech, like super super up on tech, right? Uh like first person movers in regards to that. Now, I would say almost everybody I know is using AI in some fashion, right? It could be in their personal life, could be in their business life, right? And that's a huge change in 2 years.

[00:22:14]So, which means like people are still at the infant stage of trying to figure out, right?

[00:22:20]How they want to use AI for their businesses, and how they're going to use AI for their businesses. And over the next 2 years, 4 years, 6 years, 8 years, 10 years, they're going to understand better and better and better about how to use AI for their businesses, and how that's going to hopefully keep costs down, how it's going to raise revenues in the business, and all those sorts of things. So, this is a big game that's going to play out over the next several years. So, I think just people are being a little short-sighted here as they many times are in the stock market in regards to not understanding the long-term success companies like Salesforce and ServiceNow can have, right? And that you know, those stocks have sold off hard.

[00:22:55]I've bought them heavy. I'm going to continue to buy them in here in the short term. And um you know, I I I think everything will come together here. Um and I think people will understand that and it's going to happen when those fast-growing sides of the business start to become a bigger and bigger raw number. Then people go, "Okay, now we're seeing it." Right?

[00:23:15]Because that's going to help the whole revenue base. It's It's the same thing I'm going through with Cheesecake Factory right now. Cheesecake Factory is a great stock and it's doing tremendous in regards to stock price. But the there's two very fast-growing businesses inside Cheesecake Factory. One's North Italia, one's Flower Child, right? But those are very small businesses, even though they're growing rapidly, compared to Cheesecake Factory, right? Which is their big business. And so, as North Italia and Flower Child become bigger components of the business, margins will uptick, earnings per share will uptick significantly, revenue growth rates will uptick significantly, right? But that when you're coming off of a small business that's growing rapidly, like it takes a while to kind of get there, right? So, that's what's going on with Salesforce and ServiceNow.