AMD Is Up 325% in 12 Months and Tom Lee Says Semis Still Aren't Expensive — YouTube's Finance Brains Agree
Bloomberg, CNBC, Fundstrat, and Seeking Alpha creators are all pointing the same direction: AI infrastructure is the trade, and geopolitics is the noise
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | buy | $417.60 | — | — | — |
| NVDA NVIDIA CORP | buy | $208.70 | — | — | — |
| CRDO Credo Technology Group Holding Ltd | buy | $198.10 | — | — | — |
| GOOGL Alphabet Inc. | buy | $402.73 | — | — | — |
| AAPL Apple Inc. | hold | $286.62 | — | — | — |
| MSFT MICROSOFT CORP | buy | $414.83 | — | — | — |
| CRM Salesforce, Inc. | hold | $181.87 | — | — | — |
| ADBE ADOBE INC. | hold | $251.00 | — | — | — |
| KHC Kraft Heinz Co | hold | $23.29 | — | — | — |
| CVS CVS HEALTH Corp | buy | $86.91 | — | — | — |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | buy | $364.04 | — | — | — |
| ZM Zoom Communications, Inc. | hold | $105.19 | — | — | — |
| UBER Uber Technologies, Inc | buy | $79.92 | — | — | — |
| NVO NOVO NORDISK A S | buy | $46.18 | — | — | — |
| FLUT Flutter Entertainment plc | sell | $96.98 | — | — | — |
If you spent the week doom-scrolling geopolitical headlines, you missed the actual story: $AMD went full rocket ship — up ~18% to a record high after crushing earnings and watching Goldman Sachs slap a buy rating on it the very next morning. CEO Lisa Su dropped a bombshell on CNBC: the CPU total addressable market, which was projected to grow at 18-20% as recently as November 2024, has now doubled — with the market expected to hit $120 billion by 2030 growing at over 35% annually. AI agents aren't just running chatbots anymore; they're running your whole workflow, and they're hungry for compute.
Tom Lee of Fundstrat showed up on both CNBC and his own YouTube channel with the same calm-dad energy: the semiconductor forward P/E sits at 22x, well below its 20-year high of 35x, and he estimates AI adds ~2 percentage points to US GDP annually for the next five years. Meanwhile, Seeking Alpha's channel flagged $CRDO (Credo Technology) up 35.8% YTD and 87% in one month as the under-the-radar compute infrastructure play. The Bloomberg crew piled on noting $LRCX-adjacent photonics names like Lumentum are down 30% on the day but still up 1,300% over 12 months — welcome to AI volatility, population: everyone.
On the macro side, Iran deal optimism sent WTI crude down ~7% to near $95/barrel and pushed the S&P 500 above 7,300 for the first time ever — but Carlisle's Jeff Currie issued a sobering warning on Bloomberg: European storage tanks could run dry in May and US tanks near empty by July 4th, deal or no deal. UBS economist Paul Donovan called US consumers a "Wile E. Coyote moment" — running on air, with gravity arriving sometime around Labor Day. The rally is real, the risks are real, and apparently so is Allentown, Pennsylvania's manufacturing comeback — Billy Joel owes Mayor Matt Turk an apology tour.