Clinton Byrne @ccb2335: "Hello Copiers and Followers, Hope you..."

United Arab Emirates

Hello Copiers and Followers, Hope you are all doing well and are in good health and in good spirits. Today I’m going to share something a bit different. Whilst not all stocks in our portfolio are picked based on the attribute I’m about to share with you, its some good knowledged you can use when evaluating equities. So with out further adieu, let me introduce you to CANSLIM and let’s run it against our winner yesterday $AMD (Advanced Micro Devices Inc) . 🚀 Is AMD the Next CANSLIM Superstar? Here’s Why I Think So. So what did you think about yesterday $AMD announcement revealing a multi-year deal to supply AI chips to OpenAI ? 🔥 Absolutely electric. With a strong Q2 earnings call in August and this news, it’s making me wonder: 👉 Is AMD shaping up to be a textbook CANSLIM stock for the next big leg up? Let’s break it down the fun way 👇 ⸻ 💰 C – Current Earnings: Firing on All Cylinders $AMD’s latest quarter smashed expectations: • Revenue: $7.7 B (+32% YoY) • Non-GAAP EPS: $0.48 vs $0.40 last year → +20% YoY! • Datacenter & AI segments are the stars of the show — EPYC CPUs and Instinct accelerators are printing. ✅ Verdict: Strong earnings momentum = solid “C”. ⸻ 📆 A – Annual Earnings: The Trend Is Your Friend Over the past few years, $AMD’s annual EPS trend looks like a steady climb: • 2022 → $2.57 • 2023 → $2.65 • 2024 → $2.85 • 2025 (E) → ~$3.30 💪 The growth may not be hyperbolic, but it’s consistent — and consistency is what turns breakouts into trends. ✅ Verdict: Healthy multi-year EPS growth = strong “A”. ⸻ ⚡ N – New Products & Catalysts: The AI Charge Begins This is where things get spicy. $AMD’s rolling out: • The Instinct MI350 — a serious AI accelerator rival to Nvidia’s H100. • The next-gen Zen 5 CPUs across data center and consumer. • A new AI partnership with OpenAI (yes, that OpenAI). • Growing traction in custom silicon and embedded systems. This isn’t just “new products” — it’s a new era for $AMD’s growth story. ✅✅ Verdict: Major new catalysts in AI = powerful “N”. ⸻ 📊 S – Supply & Demand: Big Volume, Big Money Post-earnings, $AMD saw a surge in trading volume — a textbook sign of institutional accumulation. There’s strong liquidity, and every dip gets bought up faster than you can say “semiconductors.” ✅ Verdict: Demand is there — “S” is shining bright. ⸻ 🥇 L – Leader or Laggard: The Comeback Kid $AMD’s relative strength (RS) rating is hovering around 90, meaning it’s outperforming 90% of all stocks. It’s been outpacing Nvidia over the past 3 months (+35% vs NVDA’s +12%). That’s leadership behavior. ✅ Verdict: Solid “L” — $AMD’s back in the driver’s seat. ⸻ 🏛️ I – Institutional Sponsorship: Smart Money Loves It The who’s-who of Wall Street’s heavyweights are holding $AMD • Vanguard ✅ • BlackRock ✅ • Fidelity ✅ • ARK Invest ✅ Over 70% institutional ownership — and it’s climbing. When funds pile in before the breakout, it’s usually not by accident. ✅ Verdict: Big money is betting on red (team red, that is). ⸻ 🌦️ M – Market Direction: The Only Caveat NASDAQ and S&P 500 are still in a confirmed uptrend, driven by AI and tech names. But — let’s be honest — volatility’s a bit high at the moment. If macro wobbles continue (rates, China, etc.), short-term turbulence could shake out weak hands. But we are a long-term portfolio so we can handle these wobbles. ⚠️ Verdict: Market still bullish overall, but stay nimble. ⸻ ✅ Final Verdict: $AMD = 6/7 on the CANSLIM Scoreboard 🧠 My Take $AMD has all the ingredients of a classic CANSLIM breakout story — strong growth, hot new catalysts, and growing institutional confidence. With AI compute demand set to explode, and the company carving out a solid lane beside $NVDA (NVIDIA Corporation). I wouldn’t be surprised if this becomes one of the top momentum names into 2026. Take care everyone. Hope you enjoyed the read and found it educational and interesting? Clinton $AMD $SPX500 $NSDQ100 $NVDA Portfolio Summary: Return YTD: 📈34.57% Return 2Y: 📈 138.03%

4 Mentioned

AMD

Advanced Micro Devices Inc

NVDA

NVIDIA Corporation

SPX500

NSDQ100

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