Mark Roussin, CPA 对 $AMD 的判断变化

2026-09-20看涨
《If You Missed NVDA... Don't Miss These 2 Stocks》
AMD 数据中心业务快速增长、在 AI 基础设施中的角色不断扩大,支撑看多逻辑,股价有望涨至 1000 美元以上。

这就引出了AMD,即Advanced Micro Devices。AMD拥有一个独特的位置:它在中央处理器(CPU)市场占据主导地位,但这里的优势不在于跑赢Nvidia,而在于缩小与它的差距。做到这一点可能为投资者带来巨大收益。

This leads me to AMD, Advanced Micro Devices. AMD has a unique position where it dominates the central processing unit (CPU) market, but the advantage here is not in outperforming Nvidia, but in narrowing the gap with it.

Doing so could lead to huge gains for investors.

如果你还记得,本月初我发布了一个视频,标题是“我要把4万美元投进这一只股票”。那只股票就是AMD。在那个视频里,我分享了我当时正在建立的一笔期权交易,即卖出一份10月16日到期、行权价为370美元的看跌期权,每份合约为我带来了350美元。

今天,你可以用60美元买回那份期权,这意味着如果你决定跟随我并平掉这笔期权交易,你每份合约将获利290美元,即这笔交易的利润率为83%。

If you recall, at the beginning of this month I posted a video titled "I'm investing $40,000 in this single stock." Well, that one stock was AMD. In that video, I shared with you an options trade I was entering, which was selling a put option for October 16 at a price of $370, which generated $350 for me per contract.

Today, you can repurchase that option for $60, which means that if you had decided to follow me and close the options trade, you would have made a profit of $290 per contract or an 83% profit margin on the trade.

2026-09-01看涨
《I'm Investing $40,000 into this ONE Stock》
AMD是一个强劲的AI增长故事,但说话者更倾向于等待回调至370美元时通过卖出看跌期权而非现在买入。

我正准备将近 40,000 美元投入一只股票。而且我相信这家公司可能是未来几年 AI 热潮中最大的受益者之一。

I am preparing to invest nearly $40,000 into one stock. And it's a company I believe could be one of the biggest beneficiaries of the AI boom over the next several years.

不过对于这家公司来说,收入正在爆发式增长。其数据中心业务——这本身就给你一个线索——刚刚增长了超过 100%。其 AI 机会还在变得更大。而且这家公司不是英伟达。

For this company though, revenue is exploding. Its data center business, and that's going to give you a clue right there, just grew more than 100%. Its AI opportunity continues getting even bigger. And the company is not Nvidia.

2026-08-30看涨
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