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# AMD: I See Risks That Keep Me On The Sidelines (Archive)
- URL: https://www.huntingalphas.com/amd-i-see-risks-that-keep-me-on-the-sidelines-archive/
- Published: 2025-02-05T14:17:00.000Z
- Updated: 2026-02-28T11:03:36.000Z
- Description: PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, AMD, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Advanced Micro Devices, Inc.'s Q4 results were mostly in-line with expectations, driven by strong performance in the client computing segment as a result of market share growth fueled by Ryzen processor uptake.
- The data segment has an uninspiring outlook with a flat H1 FY25 vs. H2 FY24\. The key growth catalyst is in H2 FY25 with the launch of the MI350 GPU.
- I expect EBIT margins to be contained with some potential downside pressure in FY25 driven by mix-shift impacts and production ramps.
- AMD's elevated receivables and inventory levels that are outgrowing overall revenues pose risks that may become more apparent in a demand downturn.
- AMD stock is trading at a 15% discount to peers. The relative technicals vs. the S&P500 are in a monthly downtrend but close to major multi-quarter support levels.

Read the full article [here](https://seekingalpha.com/article/4755067-amd-i-see-risks-that-keep-me-on-the-sidelines?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*