The creator has considered closing out their Netflix position to reallocate funds to Broadcom.
Source Post
Is It Finally Time To Sell AMD?
Sep 22, 2026
The creator discusses AMD's current valuation at over a trillion dollars and $600 per share, highlighting a strategic partnership with Meta. While acknowledging the stock's significant year-to-date gains and future revenue/free cash flow growth projections driven by AI, the creator notes that the stock is now trading at a higher multiple (around 30x forward earnings), making it more expensive than in the past when they were buying at lower prices.
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SK Hynix is expected to grow significantly due to the AI capex super cycle.
Nvidia is expected to grow significantly due to the AI capex super cycle.
Broadcom is expected to grow significantly due to the AI capex super cycle.
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