$Advanced Micro Devices(AMD)$ Bank of America raised its price target on AMD to $700 from $650, keeping a Buy rating. Analyst Vivek Arya sees AMD as a top CPU pick, pointing to its broad portfolio, dual leadership, and rising server CPU demand tied to agentic AI workloads. BofA had previously lifted its 2027 and 2028 EPS estimates to $16.95 and $26.14, even as sector-wide multiple compression briefly weighed on near-term price targets.
$Advanced Micro Devices(AMD)$ AMD suddenly has a lot more influence. With the latest Jensen scandal, there's no doubt that influence has shifted to AMD. It isn't being reflected in the share price yet, in my view. If Nvidia tries to play any games to prevent AMD from gaining market share or cut off supply, I'm sure Congress would love to hear from Lisa Su.
$Palantir(PLTR)$ PLTR has no debt. Rule of 40 at 160. More commercial contracts than government for the first time. Companies working with PLTR can keep their data, and the software is designed to fit a company's needs. Who else does that? I'm holding and adding, and I think it's going to 500.
$Advanced Micro Devices(AMD)$ The NVDA crowd is showing up now. I own both and have no interest in selling NVDA. This will blow over. Jensen is not going to be replaced as CEO. The whole thing feels like an overreaction.
$Advanced Micro Devices(AMD)$ One thing to like about Lisa Su and AMD is that there's no concern about a Chinese spy being sent to compromise the business or US national security. AMD to $1000. NVDA should shave off $1T in market cap, and liquidity should flow into AMD, which seems to be happening already.
$Palantir(PLTR)$ The market pulls back a few times a year, that's just how it goes. This kind of action is healthy regardless of the narrative around it. Price targets get used to move a stock for one reason or another. This is a growth stock. I think it could be above 200 within a month or two. It's healthy.
$Advanced Micro Devices(AMD)$ AMD looks underappreciated by the market. Below 30x 2027 forward earnings with 100%+ expected EPS growth, and the CPU business alone could be a $100B+ revenue opportunity by 2030. The upside here seems overlooked.