AMD: 2 Reasons To Be Greedy When Others Are Fearful

Summary:

  • Advanced Micro Devices, Inc.’s Q3 earnings were followed by large price corrections.
  • These corrections are mostly due to concerns of uncertainties in PC demand and AI chip cycle.
  • The prevailing sentiment has gone too far in the fear extreme.
  • It has factored in the downside risks already but largely ignored the positives such as its robust economic earnings, attractive valuation, and improving inventory data.

Afraid to loose money

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AMD Stock: Previous Thesis and Q3 Earnings

I last wrote on Advanced Micro Devices, Inc. (NASDAQ:AMD) back in October 2024. As reflected in the article’s title, “AMD Q3 Preview: Status Of The Cycle,” it was a preview


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