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AMD Stock Drops 17%: Massive AI Opportunity or Warning Sign?

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated February 27, 2026

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AMD (NASDAQ: AMD) just pulled back 17% despite record earnings, and I believe this may be the setup investors have been waiting for. With the MI350 and MI450 AI chips ramping up and OpenAI on board, data center growth could re-accelerate sharply. If execution delivers, today’s valuation may look conservative in hindsight.

Stock prices used were the market prices of Feb. 20, 2026. The video was published on Feb. 26, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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