Palantir mentioned as an example of a company down despite beating earnings.
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WATCH THIS BEFORE AMD REPORTS EARNINGS TODAY!
Ricky GutierrezMay 5, 2026
Ricky Gutierrez discusses AMD's upcoming earnings report, noting its significant run-up and elevated valuation. While acknowledging the bullish sentiment in the semiconductor sector, he advises against buying AMD at current levels due to poor risk-reward, citing its high P/E ratio and the potential for a "buy the rumor, sell the news" event. He suggests that while AMD might beat earnings, the market's reaction is uncertain, and he personally would not invest at these prices.
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Shopify mentioned as an example of a company down despite beating earnings.
SanDisk mentioned as an example of a memory/semiconductor stock with extreme gains.
INTC mentioned as an example of a semiconductor stock with significant gains, but no specific call to action.
AMD is not a good buy at current elevated levels due to its high valuation and poor risk-reward, despite bullish sector sentiment.
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