$AMD

Summary

The analyst is bullish on MU, ALAB, AVGO, AMD, and PLTR, highlighting strong revenue growth and structural drivers, and holds PLTR as a long-term position in their portfolio.

Reasoning

Strong sequential and guided revenue growth for MU driven by HBM memory constraints; ALAB's role in AI data centers with a long growth runway and Nasdaq-100 inclusion; AVGO's AI-related revenue growth and free cash flow compounding; AMD's accelerating revenue growth and GPU supply chain diversification; PLTR's accelerating revenue growth and institutional accumulation pattern.

The Blueprint Behind Every Legendary Stock Run — And Where It’s Showing Up Right Now $MU — Sequential revenue growth accelerated nearly 1,000 basis points to 46%, with guidance now calling for 100%+ growth in both revenue and earnings this fiscal year. The driver is structural: HBM memory has become the binding constraint on the entire AI buildout, giving Micron real pricing power. $ALAB — The connectivity layer linking chips, memory, and networking inside every AI data center. Still a sub-$1B revenue base, meaning the growth runway is long. Recent Nasdaq-100 inclusion is bringing fresh, mandatory institutional buying. $AVGO — AI-related revenue up 106% in a single quarter, with total revenue on pace to roughly double from FY25 to FY27. A decade of compounding free cash flow growth. Fresh all-time highs holding above prior resistance. $AMD — Revenue growth accelerating quarter over quarter (38% → 46% guided), with major sell-side price target increases following. As AI shifts from training to inference, hyperscalers are actively diversifying their GPU supply chain — AMD is the clearest beneficiary. $PLTR — Revenue growth is accelerating, not decelerating: +85% overall, +133% in U.S. commercial. That’s the rarest and most valuable trait on this entire list. A long-term holding in my own portfolio, and still showing the cleanest institutional accumulation pattern of the group. Not a Financial advice

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