Tom Nash on AMD (AMD): the quotes, dated.
8 dated quotes about AMD stock (AMD), selected from 72 of the 73 Tom Nash 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 quote, Oct 6, 2025
- +184.0%
- S&P 500 (SPY), same period
- +15.0%
- vs the S&P 500
- +169.0 pp
- Latest stance, May 15, 2026
- Risk acknowledged
- Mentions found
- 74 in 16 of 72 videos
The short version
In October 2025 Tom Nash noted AMD popped about 40% on the OpenAI deal to deploy 6 gigawatts of GPUs. In February 2026 they listed AMD on their top stock list as a GPU maker, up 154% since added. In March 2026 they said AMD traded at a 160% discount, 19 against a 161 average. In April 2026 they put its gain since being added at almost 300%. In May 2026 they said AMD generated a lot of business as number two, recalled adding it in March 2021, up 411% since, and questioned whether it could compete with Nvidia. In August 2026 they described AMD selling whole racks to build networking effects.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Aug 25, 2026
Mention
“You have to understand what AMD is trying to do here. And If you look at AMD, they're building a networking effects. Their whole rack is being sold in one piece.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
AMD from to . Price movement, not the creator’s realized return.
Price up since 8 of 8 quotes · Stock ahead of SPY: 8 of 8
Leaderboard result: Not scored (no clear directional call). How it is scored
Tom Nash’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.
Valuation view
AMD is trading at a 160% discount from 19 right now all the way to 161 average. So, some companies certainly are cheap.
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 · 2025-09-08 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 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 · 2025-09-08 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 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 Tom Nash said, when
- 1
— Mention
0:00 “AMD's popping about 40% as of the making of this video. The story, of course, is the OpenAI AMD deal to deploy 6 gigawatts of GPUs and a potential 10% stake ownership of OpenAI in AMD.”
Corrected · corrections log
- 2
— Named as a pick
13:32 “Nvidia, AMD are here because they are GPU makers and they hold about 90% of the GPU market. One is up 1,200% since we added it. AMD is up 154% since we added it on the top stock list.”
Corrected · corrections log
- 3
— Valuation view
8:58 “AMD is trading at a 160% discount from 19 right now all the way to 161 average. So, some companies certainly are cheap.”
He was comparing current valuation multiples of several large tech companies, including Oracle and AMD, with their historical averages during a market pullback.
- 4
— Named as a pick
11:02 “Nvidia and AMD both solved the GPU problem, still a massive bottleneck. Nvidia is up 1,300% since we added it. AMD is up almost 300% since we added it.”
Corrected · corrections log
- 5
— Mention
9:06 “And AMD, who is actually generating a lot of business despite being number two in the category. That's how big this market is.”
Corrected · corrections log
- 6
— Mention
1:15 “Back in March of 2021, right here, I have added AMD to our top stocks list. over at the Roic Academy. So, my members got this stock in March of 2021, okay? Since then, the stock is up 411%.”
Corrected · corrections log
- 7
— Risk acknowledged
21:16 “Can AMD actually generate enough business to compete with Nvidia?”
He was listing open questions about several AI companies that he said are priced accordingly, including Oracle, AMD and Micron, over a five-plus-year horizon.
- 8
— Mention
14:38 “You have to understand what AMD is trying to do here. And If you look at AMD, they're building a networking effects. Their whole rack is being sold in one piece.”
Corrected · corrections log
No quote added since · 7 later videos from Tom Nash · covers videos through
Other creators on AMD
- Couch InvestorConditional+128.7%
- Jeremy LefebvrePrice target+180.6%
- Chris SainPrice target+142.4%
More from Tom Nash
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- Palantir PLTRValuation view+49.8%
- Bloom Energy BERisk acknowledged-6.8%
- CrowdStrike CRWDMention+109.5%
How to read this
Quotes are short excerpts from Tom Nash'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: 72 of 73 videos published since 2025-09-10 covered; 74 Advanced Micro Devices mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal