peshkov
Investment Thesis
While the earnings season tends to bring some dynamic stock price movements, I am actually surprised with Mr. Market's reaction to Advanced Micro Devices, Inc. (NASDAQ:AMD) Q3 statement. For those unacquainted with the
Advanced Micro Devices Brought Impressive Q3 Results: Buy When Others Are Fearful
Summary
- Advanced Micro Devices, Inc.'s recent sell-off (over 10%) raises a key question — does 'buy when others are fearful' apply?
- Some analysts raised concerns about future growth prospects, but their approach may not apply to long-term oriented investors.
- I don't expect AMD to overthrow Nvidia, but I believe it will still have enough room to expand, gain market share, and benefit shareholders.
- My bullish case for AMD got even stronger with Q3 results and the downward valuation shift.
- I have my skin in the game and have just increased my AMD position.
Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achieving financial freedom, and I’m excited to share my insights with you. I’m a finance professional with deep experience in M&A and business valuation. What does that mean in practice? I’ve evaluated countless businesses and played key roles in sell-side and buy-side transactions, guiding clients through the complexities of buying and selling companies. In my day-to-day work, I dive into financial modelling, conduct commercial and financial due diligence to assess a company’s health, negotiate deal terms, and, of course, attend way too many meetings :) My focus spans sectors like tech, real estate, software, finance, and consumer staples - industries I’ve spent years advising and now invest in personally. Today, they make up the core of my portfolio and coverage on this platform. My motivation for writing on Seeking Alpha comes from a desire to not only deepen my own knowledge but also to share value with others who are on a similar path. Dividend investing has played a key role in my financial journey, and I believe it’s one of the most straightforward and accessible ways for anyone to work towards financial freedom. By sharing my insights and experiences, I hope to demystify the process, making it more approachable for those looking to build long-term wealth. Ultimately, my goal is to help facilitate OUR journey to financial freedom, learning and growing together as we navigate the world of dividend investing.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The information, opinions, and thoughts included in this article do not constitute an investment recommendation or any form of investment advice.
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