Creator sentiment
8 creators · 8 views · past 7 days
Updated October 20, 2026
The bull case
- +Stabilizing memory prices benefit chip designers like AMD.
- +AMD's bleeding-edge chips will benefit from the broader AI buildout.
- +Anthropic's strong revenue growth is good news for AMD as part of the AI semiconductor ecosystem.
- +Growing AI lab revenue supports continued demand for computing power from suppliers like AMD.
- +AMD has 'really gotten their act together' over the past few years, increasing competition in the AI chip space.
- +AMD is near $500, with the main buying zone between $510 and $540.
- +AMD is among the chipmakers benefiting from exploding Google TPU demand and the broader chip shortage.
- +AMD is up 577% since being added to his top stocks list.
The bear case
- −AMD trades at about 60x next year's earnings and 125x free cash flow, far more expensive than Nvidia despite lower margins and returns on capital.
- −Its price already assumes a massive transformation, so everything must go very well to justify it.
- −Warrants to OpenAI and Meta could dilute existing shareholders by up to 20%.
- −The 10-year DCF shows a middle intrinsic value of $326 versus the current $236, implying a negative 8.6% return under low assumptions.
What StockTubers recently said
📹 MARKETS TRY TO RECOVER, NEOCLOUDS LOOK FOR A BOUNCE, IRAN TENSIONS MAY CALM DOWN | MARKET OPEN
AMD fell from ~$658 to $547 last week, nearing the $510 range, now bouncing ~3% pre-market. · Framed as part of the broad semis drawdown rather than a specific bullish/bearish thesis.
📹 The UNTHINKABLE is About to Happen to the Stock Market
Stabilizing memory prices benefit chip designers like AMD. · AMD's bleeding-edge chips will benefit from the broader AI buildout.
📹 Anthropic Delivers Fantastic News for AI Stock Investors | NVDA, MRVL, INTC, AMD, AMZN, AVGO, GOOG
Anthropic's strong revenue growth is good news for AMD as part of the AI semiconductor ecosystem. · Growing AI lab revenue supports continued demand for computing power from suppliers like AMD.
