How Meet Kevin’s view on $AMD changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo7 entries
2026-09-23
“this is BAD... 5 rate hikes!!”
Selling call options on AMD is attractive; valuation is high relative to peers (PEG 2 vs NVDA 0.7).

But we said this morning : "Today might be a good day to sell call options on AMD shares. Today might be a good day to be extremely cautious because the markets are unhappy that an agreement has not yet been reached . It's been 12 hours, where is the agreement?"

Just to clarify, I don't want to go into detail about the different PEG ratios . But that's just a small part of what AMD stock is like , for example. That's why I said this morning on the live stream to our course members: "Selling call options could be interesting here at AMD."

As you know, these options would have gone up by 10% today if someone had sold them. You can buy 86-day call options and receive an 11% return in addition to the underlying stock's price movements.

2026-09-21Bullish
“Agentic AI Stocks to Buy! HOLY ROCKETSHIP”
AMD has strong competitive positioning and growth potential but is currently overbought in the short term.

beyond just Meta and AMD stocks, which performed amazingly today. AMD's stock rose 9.95% today, officially bringing its market capitalization to $1 trillion.

We had predicted this stock when its price was $452, and we told the course members that the stock was about to rise. We did not expect it to reach this height so quickly.

2026-09-21Bullish
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2026-09-21Bullish
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2026-09-10Bearish
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2026-09-04Bullish
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2026-08-25Bullish
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