Jeremy Lefebvre on AMD (AMD): the quotes, dated.
19 dated quotes about AMD stock (AMD), selected from 123 of the 124 Jeremy Lefebvre videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with AMD’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- AMD close, 2026-10-28
- $578.44
- Price since the first forecast, Nov 25, 2025
- +180.6%
- S&P 500 (SPY), same period
- +14.4%
- vs the S&P 500
- +166.2 pp
- Latest stance, Oct 21, 2026
- Price target
- Mentions found
- 1850 in 106 of 123 videos
The short version
In September 2025 Jeremy Lefebvre said they expected AMD to climb over the next couple of years. In October 2025 they set a $1,000 bull case for 2029, and in November 2025 a $670–$800 base case, calling AMD a buy with over seven figures invested. They held 2,555 public-account shares in December 2025 and bought more in January 2026. Their targets rose to $1,000-plus in May 2026 and $1,200–$1,600 in June 2026, then fell to $900–$1,000 in July 2026, when they called the valuation stretched. In September 2026 they named $700 as a level to consider trimming, said they would like to sell 1,555 shares over six to nine months if a strong rally came, and flagged semiconductor cyclicality. In October 2026 they called AMD the ultimate stock and floated $675–$775 within 30 days and $1,000-plus in the first quarter.
Summary of the quotes on this page. Updated .
What Jeremy Lefebvre said last · Oct 21, 2026
Price target
“AMD, listen, I know this might sound crazy, but I think there's a possibility the stocks is $1,000 plus in the first quarter. I know that's crazy, right? Cuz it's $552 right now.”
Bullish call · Price rose
The price rose since the first bullish quote.
AMD from to . Price movement, not the creator’s realized return.
Price up since 15 of 19 quotes · Stock ahead of SPY: 15 of 19
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Jeremy Lefebvre’s price target and valuation calls on AMD
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Price target
You know how much I believe in AMD. you you know I believe AMD is going to $3 to $400 stock over the next couple years. here, right? Yeah, I think it's going there. Do you see m…
Price target
Okay, this is my bold case I have for AMD. This is if things go better than I expect. I've been doing 40% revenue growth per year for the next four years, 2026 to 2029, right? A…
Price target
Uh I have that stock going six to $670 to $800, right? which gives me a strong compound inner growth rate of probably around 30%. This, ladies and gentlemen, is why I built AMD…
Price target
I have this stock going to a $1,000 plus stock, my base case now. right? But it might do that way sooner. Like it could be a $1,000 this year. Like it Would I be shocked if AMD…
Price target
So, based upon my projections on where I see AMD's fundamentals going and the PE ratios I think the stock can command, I have the stock going to a $1,200 to $1,600 stock, okay?…
Price target
And so, I'm still bullish on AMD. I'm just less bullish than I was, right? And clearly, I'm still bullish because my base case basically has a stock going at $900 to $1,000 stoc…
Valuation view
AMD, I rank it a 7.5. Listen, The stock's gone insane. It's clear, right? You know, Now up about $1.1 million on the stock just in the public account alone. It's been a beast. A…
Price target
So AMD earnings are coming right now. My opinion is if we look out 30 days from now, this is a $675 to $775 stock.
Price target
AMD, listen, I know this might sound crazy, but I think there's a possibility the stocks is $1,000 plus in the first quarter. I know that's crazy, right? Cuz it's $552 right now.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
AMD · daily close, split-adjusted · 2025-08-11 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $163 |
| 2025-09-30 | $162 |
| 2025-10-31 | $256 |
| 2025-11-28 | $218 |
| 2025-12-31 | $214 |
| 2026-01-30 | $237 |
| 2026-02-27 | $200 |
| 2026-03-31 | $203 |
| 2026-04-30 | $354 |
| 2026-05-29 | $516 |
| 2026-06-30 | $581 |
| 2026-07-31 | $476 |
| 2026-08-31 | $471 |
| 2026-09-30 | $612 |
| 2026-10-28 | $578 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
AMD · daily close, split-adjusted · 2025-08-11 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $163 |
| 2025-09-30 | $162 |
| 2025-10-31 | $256 |
| 2025-11-28 | $218 |
| 2025-12-31 | $214 |
| 2026-01-30 | $237 |
| 2026-02-27 | $200 |
| 2026-03-31 | $203 |
| 2026-04-30 | $354 |
| 2026-05-29 | $516 |
| 2026-06-30 | $581 |
| 2026-07-31 | $476 |
| 2026-08-31 | $471 |
| 2026-09-30 | $612 |
| 2026-10-28 | $578 |
What Jeremy Lefebvre said, when
- 1
— Price target
25:30 “You know how much I believe in AMD. you you know I believe AMD is going to $3 to $400 stock over the next couple years. here, right? Yeah, I think it's going there. Do you see me get overexposed to it? No.”
Corrected · corrections log
- 2
— Disclosed holding
0:14 “I mean, obviously, we have shares at 91 bucks, $94 from that April dip we had. What an incredible buying opportunity.”
The creator looked back on AMD shares bought during the April 2025 dip while describing gains in their public account.
5 earlier quotes, Oct 20, 2025 to Dec 10, 2025
- 3
— Price target
34:37 “Okay, this is my bold case I have for AMD. This is if things go better than I expect. I've been doing 40% revenue growth per year for the next four years, 2026 to 2029, right? And 50% net income growth. That puts him at net income margins of 22% which is less than half of Nvidia's. The stock goes to $1,000 by 2029.”
While presenting their AMD projections, the creator laid out a bull case for the stock, citing deals with OpenAI, Oracle and others.
- 4
— Disclosed holding
4:16 “I have $55,000 of AMD in that private portfolio. So about a half million there, sitting on $32,000 of gains. So Add up those together and we're approaching $700,000 of gains.”
Corrected · corrections log
- 5
— Price target
9:00 “Uh I have that stock going six to $670 to $800, right? which gives me a strong compound inner growth rate of probably around 30%. This, ladies and gentlemen, is why I built AMD into one of my biggest positions.”
This was his base-case projection for AMD through 2029, assuming 35% average revenue growth and 45% average net income growth.
- 6
— Hold, bullish
9:49 “The stock somewhere priced between $1,100 and $1,500 a share. And right now, it's less than $200 a share. AMD's a buy. Now, what about me personally before we start talking about other stocks? Am I buying AMD today? I really want to. I want to so bad. I haven't yet. Here's why. I have over seven figures invested into AMD stock.”
Corrected · corrections log
- 7
— Hold, bullish
28:00 “Me with my AMD shares, man. Woo I'm holding these babies tight. I have no interest in letting those babies go. I got 2,555 shares in the public account.”
Corrected · corrections log
- 8
— Disclosed buy
31:35 “Next one, this might surprise some people, AMD. I think I'm addicted to buying AMD stock. Ah, I mean, the next several years is just so exciting. I still don't think Wall Street totally got it in regards to AMD.”
In a video about stocks he was buying that day, he listed AMD and said he already had well over seven figures in it across his portfolios.
- 9
— Price target
25:34 “I have this stock going to a $1,000 plus stock, my base case now. right? But it might do that way sooner. Like it could be a $1,000 this year. Like it Would I be shocked if AMD was six $1,000 six months from now? Not at all.”
Corrected · corrections log
- 10
— Hold, bullish
36:29 “For AMD, it's a stock that's gone up a lot. I was looking at it today, I think it's up 267% over the past year. right? I have no interest in selling AMD.”
Corrected · corrections log
- 11
— Price target
15:56 “So, based upon my projections on where I see AMD's fundamentals going and the PE ratios I think the stock can command, I have the stock going to a $1,200 to $1,600 stock, okay? Now, my bull case has it going to 2,000 plus, right?”
He gave his own projection for AMD, saying he was not bullish enough to expect a $5 trillion market cap. Later in the video he said the $1,200 to $1,600 range could be reached in the next 6 to 12 months.
- 12
— Price target
10:32 “And so, I'm still bullish on AMD. I'm just less bullish than I was, right? And clearly, I'm still bullish because my base case basically has a stock going at $900 to $1,000 stock over the next few years, right?”
Lefebvre said they had lowered their AMD revenue growth and P/E assumptions out of concern about over-ordering of chips, and that it still made sense to stay the course and not take profits.
- 13
— Valuation view
18:49 “AMD, I rank it a 7.5. Listen, The stock's gone insane. It's clear, right? You know, Now up about $1.1 million on the stock just in the public account alone. It's been a beast. And so, The valuation's gotten much more stretched on AMD.”
Corrected · corrections log
- 14
— Conditional
6:15 “You know, like if you asked my number, what is my number that I would consider starting to take some profits in AMD? 700. 700. If AMD was 700 today, I would consider starting to take some profits.”
With the stock around $493, he said AMD was about 26% of the portfolio and he planned to sell some shares during its next big run while keeping a long-term position.
- 15
— Conditional
21:33 “The 1555 shares I would like to get out of that probably over the next we can call six to nine months assuming the stock goes on a ripper rally which you know I've been calling for and it's obviously it's happening.”
He said he wanted to keep a core holding of about 1,000 AMD shares for the long term. He described selling the rest over time, on the day AMD reached a $1 trillion market cap.
- 16
— Risk acknowledged
30:32 “Like two years from now, I don't think you'll be able to find a soul that will want any piece of semiconductor stocks. I'm talking Micron, I'm talking SanDisk, I'm talking Nvidia, even the great AMD. AMD will be the last one to follow the bunch cuz they were the last one to prosper.”
He was describing semiconductor companies as cyclical. He noted that AMD had been under $100 a share a few years earlier, while people were now paying $600-plus.
- 17
— Hold, bullish
21:13 “And so the moral of the story is here is AMD remains the ultimate stock, right? They are going to have the best growth rates of anybody in the trillion dollar boys club, and it's not even a question.”
He was discussing AMD's positioning for physical AI and robotics, including its Xilinx acquisition, and said that growth outlook is the main reason he is invested in AMD.
- 18
— Price target
7:17 “So AMD earnings are coming right now. My opinion is if we look out 30 days from now, this is a $675 to $775 stock.”
Ahead of AMD's November 3 earnings report, he gave a 30-day view. He added that he would not bet on the stock hitting a set price in that time.
- 19
— Price target
29:23 “AMD, listen, I know this might sound crazy, but I think there's a possibility the stocks is $1,000 plus in the first quarter. I know that's crazy, right? Cuz it's $552 right now.”
Jeremy Lefebvre was discussing how much AMD could earn from Meta. They went on to say they would not buy more shares or call options because they already had multi-millions invested.
No quote added since · 2 later videos from Jeremy Lefebvre · covers videos through
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How to read this
Quotes are short excerpts from Jeremy Lefebvre's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is AMD's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 123 of 124 videos published since 2025-09-10 covered; 1850 Advanced Micro Devices mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Jeremy Lefebvre. Request a correction or removal