$AMDBull claim
Mark Roussin, CPAANALYSTJul 30, 2026The claim
“AMD is a buy at 31x forward earnings against an expected 85% earnings surge, with the 160% run mirroring Nvidia's early-days pattern.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
AMD is expected to uh earn its earnings are just going to explode, folks. 85% is expected for next year. Now, could folks be getting a little excited? Yeah, but I I don't think it's it's far off. But even if the earnings were 70%. You're still only paying 31 times for this stock.
when I look at this stock over the course of the past 12 months, it's up 160%. I clearly missed the boat. That's exactly what folks said about the early days of Nvidia when the stock doubled and then it doubled again.
The structured call
Direction
Bullish
Catalyst
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Target
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The receipt
Publish-day price $$429.56 · the claim is anchored to the moment it was said.