AMD just changed EVERYTHING‼️

"I think you're going to see a major move up again when we start really hitting those MI350 numbers. So these numbers you're seeing in front of you right now, I think it's about to go a whole lot higher if we're to fast forward a year from now."

"the gaming segment I've always expected in the back half of this year to flip back to growth again...I'm a full belief they'll be able to start growing the gaming segment again starting in the back half of this year."

"the embedded segment is about to turn positive."

"They're basically going to do $7.7 billion... I would say there's an insanely high probability they're going to do $7.7 billion of revenue in in this upcoming quarter here, right?"

"They have so much room to grow that number over this next few years, it's ridiculous. Like the net margins you're looking at in this particular quarter are not even in the same stratosphere as where those net margins are going over this next several years here."

"My bare case for AMD is that they grow only 15% revenue per year 2026 to 2029... Net income growth at 25% there, right? So, here's the deal. You know, with that sort of growth rate, people might only value the company at a PE ratio of 20 to 30, which puts a stock in 2026 at somewhere between 115 and 173. 2027 144 to 216. 2028 180 to 270."

"Base case for AMD, I have them growing revenue 20% per year on average 2026 to 2029...30% net income on average...Next year in 2026, the stock price was somewhere between $150 and $210. Keep in mind the stock price today is $100 or around $100. ...2027 somewhere between about we can call it about $200 and about $270. 2028, $250 to about $350. And 2029 about $329 to $461."

"Bold case. And then doing 30% revenue growth on average 2026 through 2029...my net income I have I'm doing 40% on average uh for that 40-year span there, right? Which gives us a 32% margin still again 2029...that puts the stock price next year 2026. somewhere around $200 to $300 a share. That puts the stock price in 2027 around $270 to about $400 a share. That puts a stock price in 2028 between about $380 and $570. Income 2029 $532 to $792"

"it looks like that core business of Celsius is going to get back to growth. It's just a question of is it this next quarter they're about to report or the following quarter."

"growth rates are going to skyrocket moving forward now that the Alani deal is done...So you're going to see growth rates skyrocket. And then if we're talking about the core business also simultaneously gets back to growth. Dude, the numbers are about to go ridiculous for Celsius."

"profitability should start to skyrocket at the end of this year. No question in my mind. as you know now that Alani deal is going to be behind the company starting in the back half of this year we're going to look at in my opinion profitability that starts to skyrocket for the company"

"international business is growing rapidly and it's very early days in regards to international expansion right and if you think about Celsius and Alani long-term like the the biggest segment of their business should be international long term right it's not going to be this year but if you think about 10 years from now 15 years from now that like the international business should be far bigger than what the business is today"

"Celsius will take off like a rocket ship this next 12 months. My 12-month price target on the stock is between $70 and $100."

"this year is the this year is really just all about revenue growth, right? Between the Alani deal coming through, getting the core business back. 2026, you know what that's going to be about? Margins and earnings per share. And so you got to understand this is going to be a very exciting next really couple years in regards to Celsius"

"The only one we got left is Nvidia. And you know what Nvidia is going to do? I'll tell you exactly what Nvidia is going to do. Smash their numbers and they're going to have a crazy guide."