Mark Roussin, CPAANALYSTJul 21, 2026“AMD is a legitimate AI second player with accelerating earnings growth, a new AI rack, and a PEG ratio below one, targeting over $600 by year-end.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
AMD is becoming a legitimate second player.
The AI market itself is expanding rapidly that multiple winners can emerge.
Earnings are up nearly 60% in the past 2 years. And you can see here for 2026, they're expected to grow another 75%.
the company announced their first full AI rack to rival the likes of Nvidia. and they already have customers lined up such as Microsoft, Meta, OpenAI, and Oracle to name a few.
all of that trading at a forward PE of 36.8 times next year's earnings, which puts us well below a PEG ratio of one
The structured call
The receipt
Publish-day price $$544.43 · the claim is anchored to the moment it was said.