Nvidia is involved in deals showcasing the critical demand for CPUs and GPUs, aligning with the ongoing CPU shortage.
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WOULD I BUY AMD STOCK RIGHT NOW??
Jose Najarro StocksApr 26, 2026
The creator discusses AMD's recent surge and long-term potential, highlighting a trillion-dollar opportunity within the next 2-4 years based on projected earnings per share. However, they express concern about short-term investor expectations regarding revenue growth, particularly in the next two quarters, and advise against buying the stock at its current price, despite remaining a long-term holder.
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Micron experienced a significant quarter-over-quarter bump, but AMD is not expected to see the same level of immediate surge.
Creator is open to discussing Qualcomm if there's demand, but provides no specific investment thesis.
Intel's stock jumped 20% post-earnings due to foundry improvements and advanced packaging, suggesting a potential bottom.
Long-term holder of AMD, but advises against buying at current levels due to short-term investor expectation concerns.
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