AMD is discussed in comparison to Nvidia, with the creator believing AMD can capture market share in AI inference without needing to surpass Nvidia.
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I’m 5X on AMD; Here’s What I Am Doing After Earnings
Value InvestorMay 6, 2026
The creator is highly bullish on AMD, having seen a 4x to 5x return on their investment. They initially bought AMD last year due to its undervalued price, strong management led by Lisa Su, and significant potential in the AI inference market, even if it doesn't surpass Nvidia. Recent earnings were phenomenal, and major customers like Meta are increasing their spending on AMD chips, positioning the company for substantial growth.
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Creator is up 4-5x on AMD, sees strong AI inference potential and customer demand, making it a primary buy.
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AMD
buy opened May 6, 2026
+17.60%