How The Motley Fool’s view on $AMD changed

2026-09-25Bullish
“AMD Just Hit $1 Trillion: What Comes Next?”
AMD's growth is supported by expanding CPU demand and Helios chips; EPS is projected to exceed $20 by 2028.

AMD has just become a trillion-dollar company, and in today's episode, Neo and I will discuss what the market takes into account. More importantly, what are some things investors should be watching closely, given that this stock has seen a massive valuation explosion?

We will be discussing Advanced Micro Devices, also known as AMD. AMD is now valued at over eight trillion dollars. The stock has risen by 178.4% since the beginning of the year .

It has been an incredible journey for AMD, but especially for the company's shareholders.

2026-09-15
“What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now”
AMD offers high growth potential via CPU tailwinds and market share gains but carries high volatility due to its 47x valuation; suitable for dollar-cost averaging.

All right, the second company is one that you wanted to talk about. That is AMD. You look at AMD, it is a direct competitor here, and it only has 41 billion in trailing 12-month revenue.

So, any market share that it could take from Nvidia would be hugely consequential to the growth of this business.