AMD: My Highest Conviction Play -- Betting Big Again

Analyst's Position and Strategy - The analyst has aggressively increased their position in Advanced Micro Devices Inc (AMD), making it one of their highest-conviction investments [1] - The analyst's investment style focuses on GARP/Value stocks, prioritizing high-quality businesses with strong moats, significant growth potential, and trading at a discount to intrinsic value [1] - The investment approach is long-term (5-7 years), aiming for wealth accumulation through compounding while emphasizing downside protection and sometimes taking contrarian views during market uncertainties [1] Analyst's Background and Expertise - The analyst is the founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports [1] - The analyst has professional experience at Deloitte and KPMG in external/internal auditing and consulting [1] - The analyst holds a Chartered Certified Accountant designation, is a Fellow Member of ACCA Global, and has BSc and MSc degrees from U K business schools [1] Disclosure Information - The analyst holds a beneficial long position in AMD, NVDA, and META through stock ownership, options, or other derivatives [2] - The article represents the analyst's own opinions and is not compensated by any company mentioned [2]