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Advanced Micro Devices: AI Future Needs More Answers (Rating Downgrade)
AMDAMD(AMD) Seeking Alpha·2025-02-14 10:23

Group 1 - The article discusses a recent update on Advanced Micro Devices (NASDAQ: AMD) and the author's changing perspective on the stock [1] - The author has a background in mechanical engineering and has transitioned from the oil and gas sector to focus on technology investments, particularly in semiconductors [1] - The investment strategy emphasizes growth at a reasonable price, targeting companies in oligopolistic sectors with high barriers to entry, while avoiding smaller companies due to perceived risks [1] Group 2 - The author has experience as a full-time analyst and portfolio manager of a technology fund, with a focus on disruptive technologies in hardware-related fields [1] - The article aims to provide small investors with valuable investment ideas, particularly in semiconductors, robotics, and energy [1] - The author has no current positions in the companies mentioned and expresses personal opinions without receiving compensation from them [1]