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 | — | — | — |