Published: 2025-12-09
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Predicted that AMD stock could reach $1,150 by 2029 in his 'bold case'.
"My bold case for AMD has revenue growth... and about $1,150. ... 2029"
Pending
Predicted that AMD stock will be between $460 and $560 by 2028 in his 'base case'.
"stock should be somewhere between about 460 and about 560 and then 2028..."
Pending
Predicted that AMD stock will be between $670 and $800+ by 2029 in his 'base case'.
"...2029 we're talking about a talk somewhere between about 670 and $800 plus dollars."
Pending
Predicted that SF90 car values will likely keep dropping over the next 6 to 12 months.
"Values will likely keep dropping the next 6 to 12 months on those babies."
Pending
Predicted that AMD stock performance will significantly outperform Nvidia stock over the next 18 months.
"AMDL performance over Nvidia will get much more extreme the next 18 months."
Pending
Predicted that 2026 will be the last year of huge growth for Nvidia.
"You must understand 2026 will be the last huge year of growth for Nvidia..."
Pending
Predicted that AMD will have three to four huge growth years ahead (beyond 2026).
"...while AMD has three to four huge growth years ahead."
Pending
Predicted that Nvidia will enter a deceleration cycle in 2026 and especially in 2027.
"Nvidia is now in a deceleration cycle they're going to be going into in 26 and then especially in 2027."
Pending
Predicted that Nvidia's AI business compounding annual growth rate will not be remotely close to AMD's over the next 3 to 5 years (2026-2030).
"Nvidia's compounding annual growth rate for their AI business is not even going to be remotely close to these sorts of numbers over the next 3 to 5 years."
Pending
Predicted that big tech companies' capex budgets will flatline in 2027, 2028, and 2029.
"they're going to have to start flatlining it in 27, 28, 29."
Pending
Predicted that AMD will substantially gain market share from Nvidia over the next 5 to 10 years.
"Over this next 5 to 10 years, AMD will eat into Nvidia's market share in a substantial way in my personal opinion."
Pending
Predicted that the Warner Bros Discovery deal situation will be a huge hangup for Netflix for the next 6 to 18 months.
"this will be a huge hangup on Netflix for probably the next 6 to 18 months"
Pending
Predicted that if the Warner Bros Discovery deal is blocked by regulators or Netflix voluntarily cancels it, Netflix will have to pay several billion dollars.
"if Netflix cancels the deal or if regulators don't approve it I believe...Netflix then has to come out of pocket several billion dollars"
Correct
Predicted that Netflix will not be able to bid effectively on sports rights over the next 6 to 18 months.
"what now can they bid on sports rights over the next 6 to 18 months not really"
Pending
Predicted that Netflix will incur significant legal expenses due to the Warner Bros Discovery deal.
"They're going to have to spend fortunes on lawyers."
Pending