Revealing My Next Big Bet! (AMD 2.0)
1 extracted signal · 0 resolved · 1 still active
The Patient InvestorIndependent analyst profile- Source published
- 22 Sept 2026, 18:02 UTC
- Recorded by Tahlil Plus
- 22 Sept 2026, 18:28 UTC
AI-generated source summary
Qualcomm (QCOM) and AMD are analyzed for their investment potential. For Qualcomm, the analysis is based on the company's financial results showing declining revenues in handsets but strong growth in automotive and IoT sectors. Despite the handset revenue decline, the company's non-handset revenue is projected to grow significantly, potentially replacing Apple's product revenue in the future. A key driver for Qualcomm's potential growth is its strategic partnerships, including a recent 10-year, $6 billion deal with Amazon for custom AI data center chips. The company's target EPS is projected to exceed $18 by FY29, suggesting a significant upside from its current trading price. The stock is currently trading around $194.23, with a target price of $360, implying an 85% upside potential over the next 2-3 years. The fail bound is set at $150, below which the bullish thesis would be invalidated. For AMD, the analysis is based on its past performance and future potential, with a previous call for $600. The stock is currently trading around $150. The analysis suggests continued bullish momentum for AMD, with a target of $600 and a fail bound at $130.
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