Antonio Linares
I think AMD is a 20 Bagger in 5 Years.
10/6/2025, 5:03:34 PM
Economic Summary
- AMD (AMD) is described as still undervalued even after recent stock gains if viewed solely as an AI GPU play, implying further upside exists.
- The company is framed as a platform with a technological advantage that can pursue multiple trillion-dollar AI opportunities at marginal cost; capturing even one could produce very large returns (speaker suggests a possible 20x in five years).
- There is a market bifurcation: fierce competition in data-center GPUs from NVIDIA (NVDA), while AMD is presented as having a unique, low-competition opportunity in AI at the edge.
Bullish
- AMD appears undervalued as an AI GPU and platform play.
- Platform advantage could let AMD capture multiple trillion-dollar AI opportunities.
- AMD may dominate AI at the edge with little to no competition.
Bearish
- Heavy competition from NVIDIA in data-center GPUs.
- Recent surge in AMD's stock creates valuation/upside risk.
Bullish tickers
AMD
Bearish tickers
NVDAAMD
AMD
Bullish
Undervalued AI GPU and platform play with a technological edge; potential to win multiple large AI opportunities and lead at the edge.
Bearish
Valuation has surged, creating upside risk; faces competition in data-center GPUs from NVDA.
NVDA
Bullish
Market leader in data-center GPUs with a strong competitive position.
Bearish
Serves as strong competitor to AMD in data-center GPUs, limiting AMD's data-center upside.