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If You Missed Nvidia or Palantir…. This is FAR BIGGER

Sep 3, 2026

The creator discusses Advanced Micro Devices (AMD) as a potential trillion-dollar giant, highlighting its recent strong revenue growth, particularly in its AI and data center business, which has more than doubled. While acknowledging Wall Street's bullish sentiment and price targets, the creator also cautions against overpaying and emphasizes the need to scrutinize the numbers, noting that not all segments of AMD are performing equally well.

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AMZNNeutralLow ConvictionResearch Only

Amazon is used as an example of a company that crushed the internet but still saw its stock fall 96%, illustrating that even strong performance doesn't guarantee stock price appreciation.

INTCNeutralLow ConvictionResearch Only

AMD has been taking server CPU market share from Intel for years, controlling about one-third of it.

PLTRNeutralLow ConvictionResearch Only

Palantir is mentioned as another past success story that investors may have missed, serving as a benchmark for AMD's potential.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a past success story that investors may have missed, serving as a benchmark for AMD's potential.

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