AMD is slightly overvalued, but expected profit growth is strong.
He framed it in years
“Semiconductors: The Winners and Losers Are Separating”
Rich HabitsPublished Sep 10 · 3 passages
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AMD,
I got a ton of AMD.
AMD, another solid example. I think this one's a little overvalued. Yeah, it's a little overvalued, but you can see profits are supposed to just go absolutely parabolic in the next couple years.
What this channel has said about $AMD
Rich Habits has 2 calls on this stock; only the adjacent ones are shown.
2026-09-24Bullish
More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it? Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'
Quote at 11:31 ›2026-09-10This one
AMD,