Nvidia is acknowledged as the largest position for the creator, but the analysis suggests the AI market is large enough for multiple winners, including AMD.
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Buy AMD Stock Now? Meta Partnership & AI Boom Analysis
Jose Najarro StocksMar 15, 2026
The creator discusses Advanced Micro Devices (AMD), highlighting a significant partnership with Meta and the growing demand for AI solutions. Despite concerns about share dilution, the analysis suggests AMD has the potential to become a trillion-dollar company within 3-5 years, driven by strong earnings per share projections and its chiplet architecture, which allows for customized GPU solutions.
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Advanced Micro Devices (AMD) is presented as a strong buy opportunity due to its potential to become a trillion-dollar company, driven by AI demand and a significant Meta partnership.
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AMD
buy opened Mar 15, 2026
+169.68%