AMD Strategic AI Partnership and Buy Signal
6 days ago
"Next up is AMD. AMD has been an absolute runner and is cheaper than Nvidia on a valuation basis, making it a very strong buy right now for continued momentum. The company recently announced a multigenerational strategic agreement with OpenAI, deploying 6 gigawatts of AMD GPU power starting with the Instinct Mi450 series. This non-exclusive deal places AMD firmly inside the AI ecosystem, and with AIGPU demand already sold out through 2025, there is significant upside potential. I think AMD is poised for a substantial revenue boost in 2026, making it a compelling pick."
The speaker highlights AMD's strategic AI partnership with OpenAI and competitive valuation compared to Nvidia, calling it a strong buy for its potential revenue acceleration and expanded role in the AI ecosystem.
Scores
Alpha Potential
8.0/10
Novelty
8.0/10
Credibility
8.0/10
Timeliness
7.0/10
Overall
7.7/10
Sentiment
Bullish
Conviction
High
Tier
Trade Call
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Episode Information
Episode:
These 4 Stocks Are Buys Now !! (One Could Be the Next NVDA)
Source:Invest with Henry
Published:
October 20, 2025
Idea Type:
Stock Idea