By Nigam Arora
Please start out by reading the Morning Capsule. There are great profits on AMD. AMD is now hitting the second target zone. The call is to hold AMD without a target. Here are the reasons:
- AMD has both GPUs and CPUs.
- AMD’s GPUs are cheaper than NVDA’s.
- AMD GPUs have not gained traction for training.
- In The Arora Report analysis, AMD will gain more traction in inference. The market for inference is heating up.
- Agentic AI is increasing demand for CPUs. In The Arora Report analysis, by some measures, AMD CPUs are superior to INTC’s.
- AMD is a momo crowd favorite. From the Morning Capsule:
The momo crowd does not do any deep analysis. The momo crowd primarily buys a stock because it is going up. When the momo crowd’s own buying moves a stock higher, it strengthens the momo crowd’s behavior and thinking they are geniuses, they buy more of the same stock. This momo crowd behavior can run a stock much higher than fundamentals justify or any prudent investor would think.
What To Do Now
Normally, the call would be to take partial profits right here and hold the rest for a higher target. However due to the factors given above, for tracking purposes no profits will be taken here with an eye towards the very long term. AMD stock will be held without a target.
Having said that, it is a matter of personal preference – those who are conservative may consider taking partial profits here and holding the remaining without a target.
Signal Limited is a Signal(s) with a great record in similar situations but does not meet all of the stringent criteria for a Signal. Typically Signal Limited has higher risk-reward compared to a Signal over the short term.
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This post was just published on April 24, 2026, on ZYX Buy Change Alert.
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Nigam Arora
Nigam Arora is known for his accurate stock market calls. Nigam is a distinguished master of the macro. He is a popular columnist with over 100 million page views, an engineer, and nuclear physicist by background. Nigam has founded two Inc. 500 fastest growing companies and has been involved in over 50 entrepreneurial ventures. He is the developer of Theory ZYX of Successful Change Management and is the author of the book on Theory ZYX, as well as the developer of the ZYX Change Method for Investing.
