Antonio Linares
AMD Will be My First 100X Investment.
10/6/2025, 5:02:12 PM
Economic Summary
- The speaker is strongly bullish on AMD (AMD), predicting substantial long-term upside driven by growth in its data-center business as AI workloads scale; they expect meaningful pickup over the next few quarters.
- They caution that the physical AI/AI-at-the-edge market is still immature and narratives can fluctuate to the downside, implying near-term volatility risk despite long-term AI-driven demand.
Bullish
- AMD's data-center business is poised to accelerate, driving revenue and share gains.
- AI scaling laws will sustain long-term demand for high-performance chips.
- Strong personal conviction from early, large gain suggests continued confidence in AMD.
Bearish
- Overall narrative could revert and drive the stock lower.
- Physical AI / AI at the edge market is not mature yet.
Bullish tickers
AMD
AMD
1 price targets
4.2
Bullish
Data-center business growth and persistent AI scaling laws should drive substantial long-term appreciation.
Bearish
Narrative could flip downward and AI-at-the-edge remains immature, risking short-term underperformance.