Calls
1
u/LocalExamination6691
Reddit r/stocks
Win Rate
100.0%
return
+173.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 01
$200.21
+173.2%
CEO Lisa Su has forecasted a potential EPS of $20+ within 5 years, a nearly 5x increase from the current $4.17 EPS. She is also known for under-promising and over-delivering. This massive EPS growth, if realized, is not reflected in the current stock price, especially when compared to the higher valuation multiples of competitors like NVDA and AVGO. This suggests the stock is "crazy, crazy underpriced." The combination of a credible CEO's ambitious but achievable growth targets and a relatively lower valuation presents a compelling long-term investment opportunity for significant capital appreciation (2x-5x). The CEO's forecast could be overly optimistic or fail to materialize. Supply chain issues, execution delays, or a broader "AI Bubble" bursting could negatively impact performance and invalidate the thesis.
CEO Lisa Su has forecasted a potential EPS of $20+ within 5 years, a nearly 5x increase from the current $4.17 EPS. She is also known for under-promising and over-delivering. This massive EPS growth, if realized, is not reflected in the current stock price, especially when compared to the higher valuation multiples of competitors like NVDA and AVGO. This suggests the stock is "crazy, crazy underpriced." The combination of a credible CEO's ambitious but achievable growth targets and a relatively lower valuation presents a compelling long-term investment opportunity for significant capital appreciation (2x-5x). The CEO's forecast could be overly optimistic or fail to materialize. Supply chain issues, execution delays, or a broader "AI Bubble" bursting could negatively impact performance and invalidate the thesis.
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u/LocalExamination6691 has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: AMD.
