Adobe is mentioned as a strong company that successfully adapted to the cloud revolution.
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AMD Hype Cycle Just Started‼️
Jeremy Lefebvre Makes MoneyFeb 25, 2026
The creator discusses significant news for AMD, including a long-term chip deal with Meta, which he believes marks the beginning of a multi-month hype cycle for the stock. He also touches on PayPal's recent stock pop and Cava's earnings report.
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Microsoft is highlighted as a great company that adapted to the cloud revolution and grew its business.
Nvidia is mentioned as the dominant player AMD is trying to compete against.
Cava reported earnings and will be discussed.
PayPal stock is popping, with excitement building, but the creator plans to discuss its realism.
Meta is a secondary mention as a key partner in a new AMD chip deal.
AMD is starting a multi-month hype cycle due to a significant long-term chip deal with Meta.
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AMD
buy opened Feb 25, 2026
+143.89%