Author is bullish on AMD short-term on expected growth surprise and MI450-driven upside to $300-$350, and flags a conditional NVIDIA buy opportunity if sentiment shifts cause a sell-off.
AMD — LONG Author argues AMD's growth will surprise investors because the Street doubts management's guidance. He expects sales of MI450 accelerators in the back half of 2026 to drive the stock to $300-$350, and holds a separate 5-10 year long-term position.
AMDs growth will surprise a lot of investors, as right now the street is questioning the ability of Lisa Su to deliver the numbers she has guided.
NVDA — WATCH Author expects the market may overblow AMD's market share gains, causing an NVIDIA sell-off. He sees a possible buy opportunity on NVIDIA if AMD reaches $300-$350, because sentiment shifts can change a stock's trajectory.
I expect in the back half of 2026 when MI450s start selling AMD could see $300-$350 and if so we could get a possible buy opportunity on NVIDIA because sentiment can really change a stocks trajectory.
This Reddit post, published January 06, 2026, features u/Himothy8 discussing AMD, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Himothy8 · Tickers: AMD, NVDA