AMD: Stop The Wishful Thinking And Face The Reality

Summary
  • Many bullish investors have recently argued that Advanced Micro Devices, Inc. is a stock worth buying given its cheap valuation, although the shares are rightfully trading at a discounted valuation.
  • The bearish risks against AMD have continued to compound, with its technology continuing to lag Nvidia’s offerings, while we simultaneously witness the rise of the ‘custom silicon’ wave.
  • Amid the ‘custom silicon’ wave just getting started, investors could allocate more capital to stocks like Broadcom and Marvell Technologies instead, while Nvidia trades at an attractive valuation too.

At the beginning of this AI revolution, market participants were headstrong that Advanced Micro Devices, Inc. (NASDAQ:AMD) would be the “Number 2” AI winner, particularly those investors who had missed out on the Nvidia. Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin expansion. During market downturns, stocks often become cheap very fast, creating various investment opportunities at once. Amid such circumstances, investors often lack the time to research a company thoroughly before making investment decisions, out of fear that they will miss out on attractive entry points. Therefore, Nexus Research not only uncovers present-day buying opportunities, but also offers extensive insights on solid companies with promising growth potential despite expensive valuations, thereby allowing investors to be ready and make well-informed investment decisions when the stock becomes more reasonably valued.

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