Jose Najarro on AMD
Jose Najarro on AMD (AMD): the quotes, dated.
8 dated quotes about AMD stock (AMD), selected from all 420 Jose Najarro 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, 2026-11-06
- $449.04
- Price since the first forecast, Sep 12, 2025
- +183.2%
- S&P 500 (SPY), same period
- +11.8%
- vs the S&P 500
- +171.4 pp
- Latest stance, Sep 30, 2026
- Valuation view
- Mentions found
- 4053 in 297 of 420 videos
The short version
In September 2025 Jose Najarro called AMD a nice long-term hold. In October 2025 they welcomed a 6% drop as a reason for somewhat larger dollar cost averaging. In December 2025 they described a trillion-dollar potential that leaned on the MI450 delivering without mistakes. In March 2026 they said they had bought AMD the prior week, but in April 2026 they said they would not buy it in the short term. In July 2026 they said they were not selling. In August 2026 they raised their figure from 600 to 750, conditional on Lisa Su's earnings outlook, and in September 2026 they called the valuation a little frothy.
Summary of the quotes on this page. Updated .
What Jose Najarro said last · Sep 30, 2026
Valuation view
“I mean, I do think AMD is trading a little bit at a frothy valuation.”
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 5 of 8 quotes · Stock ahead of SPY: 5 of 8
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Jose Najarro’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
But if Lisa Su is being extremely honest with the types of earnings they're going to see in the next few years, I see AMD being a $750 plus business. I used to say 600. My numbe…
Valuation view
I mean, I do think AMD is trading a little bit at a frothy valuation.
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 · 2025-08-13 → 2026-11-06 · 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 |
| 2026-10-30 | $505 |
| 2026-11-06 | $449 |
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 · 2025-08-13 → 2026-11-06 · 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 |
| 2026-10-30 | $505 |
| 2026-11-06 | $449 |
What Jose Najarro said, when
- 1
— Hold, bullish
6:20 “I still believe it's a nice long-term hold.”
Discussing an analyst's price target on AMD, Jose Najarro said they were not concerned about it and saw nothing that would cause them to sell.
- 2
— Buying the dip
6:50 “I like this 6% drop. This could make me be more of like a medium dollar cost average for me for AMD.”
Speaking during a market pullback, Jose Najarro described AMD and Nvidia as low to medium dollar cost averaging candidates.
- 3
— Conditional
13:03 “I think for AMD, the long-term thesis is still pretty much intact. I still believe this is a trillion-dollar potential company, especially if the MI450 comes out and delivers without any form of hiccups or mistakes.”
Closing a weekly AMD episode, Jose Najarro added that the market would punish AMD if issues arose with the Helios rack.
- 4
— Disclosed buy
24:40 “So last week I did buy AMD.”
During a live stream, Jose Najarro listed recent purchases after a viewer reminded them of the AMD buy.
- 5
— Not buying more
3:27 “To me, AMD short-term is not a stock I would be buying. That doesn't mean it's not going to go up from here. It can continue to go up, but this is not where I would put the money in.”
Jose Najarro said their main worry was investors' expectations for revenue growth over the next two quarters, and that they had no desire at the moment to trim or sell.
- 6
— Hold, bullish
17:16 “I am not selling AMD at all. I believe there's a lot of opportunity here.”
Jose Najarro said they were not buying at the moment because AMD was already a very healthy position.
- 7
— Price target
4:18 “But if Lisa Su is being extremely honest with the types of earnings they're going to see in the next few years, I see AMD being a $750 plus business. I used to say 600. My number has changed to 750 and I am going to explain why in a bit.”
Reviewing AMD's earnings, Jose Najarro acknowledged that the PE ratios could look expensive and expected the stock to be extremely volatile.
- 8
— Valuation view
132:30 “I mean, I do think AMD is trading a little bit at a frothy valuation.”
On a live stream comparing AMD with Micron, Jose Najarro was asked why AMD should be valued at a trillion.
No quote added since · 26 later videos from Jose Najarro · covers videos through
Other creators on AMD
- Jeremy LefebvrePrice target+117.8%
- Couch InvestorNot buying more+77.5%
- Chris SainPrice target+88.2%
- Tom NashMention+120.4%
How to read this
Quotes are short excerpts from Jose Najarro'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 2026-11-06. 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: 420 of 420 videos published since 2025-09-10 covered; 4053 Advanced Micro Devices mentions found. Prices as of 2026-11-06.
Independent record — not affiliated with or endorsed by Jose Najarro. Request a correction or removal