Leave your feedback Share Copy URL https://ar-c.org/video/5jILbLfKvTS.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Heres Exactly When To Sell AMD Stock (My Full Plan) [TgxooHWhMLt] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT Is AMD still one of the best long-term AI investments? In this video, I take a deep dive into AMD's valuation, financial outlook, and long-term growth potential to determine what the company could realistically be worth over the next several years. Rather than focusing on short-term price movements, I build a valuation model based on revenue growth, margin expansion, earnings potential, and the future of AI infrastructure. In this video, we cover: • AMD's current valuation and whether the stock is fairly priced • My long-term financial projections for revenue, EPS, and free cash flow • The impact of MI350 and MI450 AI accelerators • Why EPYC CPUs could become an even bigger growth driver • How Agentic AI and AI inference are expanding AMD's total addressable market • The opportunities and risks facing AMD over the next decade • My long-term price target and the assumptions behind it • What could cause my investment thesis to change AMD is no longer just competing in CPUs. The company is rapidly expanding across AI accelerators, data-center infrastructure, networking, and enterprise computing, creating multiple avenues for long-term growth. The key question for investors isn't whether AMD can continue growing. It's whether the company's future earnings and cash flow can justify a substantially higher valuation as AI adoption accelerates. If you're a long-term investor looking to understand AMD beyond the headlines, this video walks through the numbers, assumptions, and financial model behind my investment thesis. --- Disclosure: AMD may be a personal holding. This video reflects my own opinions and investment process and should not be considered financial advice. Always do your own research before making investment decisions. 🗝️ Keywords/Tags: amd stock,amd stock analysis,amd valuation,amd intrinsic value,amd financial analysis,amd earnings,amd ai,amd data center,amd price target,amd investment thesis,mi450,mi350,epyc cpu,lisa su,ai stocks,artificial intelligence,semiconductor stocks,chip stocks,data center stocks,ai infrastructure,growth investing,stock market investing,long term investing,financial modeling,the geeky investor #amd #amdstock #amdanalysis #AMDValuation #AIStocks #ArtificialIntelligence #Semiconductors #ChipStocks #DataCenters #AIInfrastructure #MI450 #EPYC #StockMarket #Investing #GrowthStocks #LongTermInvesting #FinancialAnalysis #Valuation #Finance #TheGeekyInvestor T8HHLTefNb7 FIWh2rr2gtG Ds7t2PV6NJ0 tSex8mawAvt aW2i3sbd3nj 6oz2OSl08kq
Is AMD still one of the best long-term AI investments? In this video, I take a deep dive into AMD's valuation, financial outlook, and long-term growth potential to determine what the company could realistically be worth over the next several years. Rather than focusing on short-term price movements, I build a valuation model based on revenue growth, margin expansion, earnings potential, and the future of AI infrastructure. In this video, we cover: • AMD's current valuation and whether the stock is fairly priced • My long-term financial projections for revenue, EPS, and free cash flow • The impact of MI350 and MI450 AI accelerators • Why EPYC CPUs could become an even bigger growth driver • How Agentic AI and AI inference are expanding AMD's total addressable market • The opportunities and risks facing AMD over the next decade • My long-term price target and the assumptions behind it • What could cause my investment thesis to change AMD is no longer just competing in CPUs. The company is rapidly expanding across AI accelerators, data-center infrastructure, networking, and enterprise computing, creating multiple avenues for long-term growth. The key question for investors isn't whether AMD can continue growing. It's whether the company's future earnings and cash flow can justify a substantially higher valuation as AI adoption accelerates. If you're a long-term investor looking to understand AMD beyond the headlines, this video walks through the numbers, assumptions, and financial model behind my investment thesis. --- Disclosure: AMD may be a personal holding. This video reflects my own opinions and investment process and should not be considered financial advice. Always do your own research before making investment decisions. 🗝️ Keywords/Tags: amd stock,amd stock analysis,amd valuation,amd intrinsic value,amd financial analysis,amd earnings,amd ai,amd data center,amd price target,amd investment thesis,mi450,mi350,epyc cpu,lisa su,ai stocks,artificial intelligence,semiconductor stocks,chip stocks,data center stocks,ai infrastructure,growth investing,stock market investing,long term investing,financial modeling,the geeky investor #amd #amdstock #amdanalysis #AMDValuation #AIStocks #ArtificialIntelligence #Semiconductors #ChipStocks #DataCenters #AIInfrastructure #MI450 #EPYC #StockMarket #Investing #GrowthStocks #LongTermInvesting #FinancialAnalysis #Valuation #Finance #TheGeekyInvestor T8HHLTefNb7 FIWh2rr2gtG Ds7t2PV6NJ0 tSex8mawAvt aW2i3sbd3nj 6oz2OSl08kq