AMD

AMD: Why I'm Slapping A Strong Sell On This Market Darling (Archive, Full Access)

AMD’s overhyped AI story masks decelerating growth, margin risk, and rich valuation.

Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios? (Archive)

AMD’s AI surge hinges on MI450 and Helios, but valuation and margins cap upside.

Advanced Micro Devices: What You Need To Know About The Deal With OpenAI (Archive)

AMD’s OpenAI mega deal offers huge upside but raises dilution, margin, and valuation risks.

Why Nvidia Still Outshines AMD (Archive)

Nvidia remains the superior AI winner on growth, valuation and trend versus AMD.

AMD: Bolt-On M&A Enhances Capabilities At Attractive Valuations (Archive)

AMD’s disciplined bolt-on M&A strengthens AI and data center capabilities without overpaying.

AMD: I See Risks That Keep Me On The Sidelines (Archive)

PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.

AMD: Strong Fundamentals Are Fully Priced In (Archive)

AMD’s growth and margin strength look solid, but upside appears already fully reflected.