Tesla's increased CapEx spending is a positive sign for the AI ecosystem.
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Should You Buy AMD Stock Before the Huge Investor Update?
Apr 28, 2026
The creator previously upgraded AMD to a buy, but is now downgrading it to a hold due to its significant price increase and expensive valuation. While acknowledging AMD's growth potential, the creator finds Nvidia more attractive from a valuation perspective and believes there's more downside risk than upside for AMD heading into earnings.
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Nvidia is more attractive than AMD due to better valuation and business.
Downgrading AMD to a hold due to expensive valuation and significant price rally ahead of earnings.
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