Published: 2025-02-05
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
AMD's GAAP financial numbers are predicted to improve significantly in 2026 and beyond after being 'messed up' in 2024 and 2025 due to one-off charges and acquisitions.
"on a gap basis amd's numbers are messed up in 2025 and kind of in 2024 as well that will shake out in 2026 and Beyond and the Gap bases will be a lot better to look at"
Pending
AMD's data center business is predicted to be its major growth driver for the next four to five years, extending to 2030.
"where a lot of the major growth will be for AMD not just this year but I'm talking for the next many years like I'm looking all the way out to 2030 if I think about where the major growth is for AMD over the next four or five years it's in data center"
Pending
AMD's embedded segment revenue growth is predicted to turn positive within the next one to two quarters (by August 2025).
"embedded segment is probably going to turn positive I would say in the next 1 to two quarters where the growth is going to start going up again and stop going down"
Pending
AMD's gaming segment revenue growth is predicted to turn positive in the second half of 2025.
"in the gaming segment I think we'll have to wait till the back half of this year to start seeing that business inflect positive and get back to growth there"
Pending
AMD's overall revenues and margins are predicted to receive a 'massive help' as its embedded and gaming segments recover and are 'fixed' by the end of 2025.
"as these two businesses get fixed in 2025 which I believe they'll both be fixed by the end of 2025 right you're you're going to see a massive help to amd's revenues and amd's margins"
Pending
By the end of 2025, all of AMD's business segments (gaming, embedded, data center, and client) are predicted to be growing, with data center and client showing 'extraordinary' growth.
"I think by the end of this year we'll be talking about gaming growing embedded growing data center growth obviously extraordinary an embedded segment growth extra extraordinary excuse me um client business business growth extraordinary as well right"
Pending
AMD is predicted to report Q1 2025 revenue closer to $7.3 billion or $7.4 billion, significantly beating analyst expectations of around $7.1 billion.
"I think there's a high probability they're going to come in and beat their expectations significantly and maybe do closer to a 7.3 or 7.4 billion which keep in mind guys if they do that that's $300 to $400 million ahead of where analysts are at right now"
Pending
AMD is predicted not to make any major acquisitions for the next several years after its current pending acquisition clears, though small 'tuck-in' acquisitions are possible.
"I don't really think there's a need for AMD to do any major Acquisitions for probably the next several years they could do little tuck-in Acquisitions here and there maybe in the next few years but I don't really foresee a big one coming anytime soon here"
Pending
AMD's stock price is predicted to double 'in a matter of a few months' once its upward move begins.
"I think when AMD starts this real upward move I think it's going to double up in a matter of a few months whenever that move starts whether that's a month from now two months from now three months from now maybe the stock bottoms tomorrow and it starts that move right"
Pending
AMD's stock price is predicted to reach $400 'someday'.
"someday I'll sell them back to you for $400"
Pending
Companies are predicted to continue significant spending on AI annually for 'years and decades' due to an ongoing 'AI war' starting from 2026.
"the story really starts getting exciting next year in 2026 and 2027 and 2028 and like this isn't just like one year of like oh these companies are going to spend no no no no no these companies have to spend every year because here's the thing you got to understand all these companies are in AI War that's going to last years and decades"
Pending
AMD's data center business is predicted to experience major, 'gargantuan' growth for the next several years, potentially until 2030.
"I'm looking all the way out to 2030 if I think about where the major growth is for AMD over the next four or five years it's in data center okay and this is going to be a number that grows to become an absolute gargantuan number"
Pending
AMD's embedded segment growth is predicted to turn positive within the next 1-2 quarters (Q2/Q3 2025).
"embedded segment is probably going to turn positive I would say in the next 1 to two quarters where the growth is going to start going up again and stop going down"
Pending
AMD's gaming segment growth is predicted to turn positive in the back half of 2025.
"in the gaming segment I think we'll have to wait till the back half of this year to start seeing that business inflect positive and get back to growth there"
Pending
AMD's gaming and embedded businesses are predicted to be 'fixed' (implying improved performance) by the end of 2025, significantly boosting AMD's revenues and margins.
"as these two businesses get fixed in 2025 which I believe they'll both be fixed by the end of 2025 right you're you're going to see a massive help to amd's revenues and amd's margins"
Pending
AMD is predicted to report Q1 2025 revenue closer to $7.3 or $7.4 billion, exceeding its guidance of $7.1 billion.
"I think there's a high probability they're going to come in and beat their expectations significantly and maybe do closer to a 7.3 or 7.4 billion"
Pending
AMD is predicted not to undertake any major acquisitions for the next several years after a current one is finalized.
"I don't really think there's a need for AMD to do any major Acquisitions for probably the next several years"
Pending
AMD's stock price is predicted to double within a few months once a significant upward trend begins.
"when AMD starts this real upward move I think it's going to double up in a matter of a few months whenever that move starts"
Pending
AMD's business and stock performance are predicted to become 'really exciting' (indicating strong growth) in 2026, 2027, and 2028 due to sustained AI spending.
"the story really starts getting exciting next year in 2026 and 2027 and 2028 and like this isn't just like one year of like oh these companies are going to spend no no no no no these companies have to spend every year because here's the thing you got to understand all these companies are in AI War that's going to last years and decades like"
Pending
AMD's stock price is predicted to reach $400 in the long term.
"someday I'll sell them back to you for $400 okay"
Pending
New stock positions, including Celsius (CELH), AMD (AMD), and Nike (NKE), are predicted to perform well ('shine') within one to three years from the video's publication date (Feb 2025).
"these new positions Celsius AMD Nike the ones that I've been buying here recently they're not they're not old positions they're new positions so these don't need a shine for me they're going to shine a year out two years out three years out"
Pending