AMD: My Highest Conviction Play - Betting Big Again

Jan 16, 2025 · Click for my AMD update. ... Home page Seeking Alpha - Power to Investors ... Home; Stock Ideas; Long Ideas; Tech AMD: My Highest Conviction Play - Betting Big Again. …

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AMD: My Highest Conviction Play - Betting Big Again

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AMD: My Highest Conviction Play - Betting Big Again Seeking Alpha 01-17 SummaryThe AI market is expected to surge to $780-$990 billion by 2027, with workloads growing 25-35% …

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What Is Your Highest Conviction Stock Pick? : R/ValueInvesting

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Still showing YoY EPS growth (supported by big share buybacks), they have basically no debt al hundreds of million in cash on the balance sheet. ROIC and ROCE are industry-leading (60% …

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What Are Your Highest Conviction Plays For The Next 10 Years?

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Ok the title says it all. Just a quick preface, my portfolio consists of just 5 stocks, AMD, JPM, BA, AAPL, and CRSR. I'm about 9% cash right now after liquidating my ETSY position and I'm …

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What Is Your Highest Conviction Pick In Terms Of Future Potential?

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We pay the highest per capita and have the worst outcome of any developed country. We have a two party system where both parties support a for-profit healthcare system. Maybe 10% of …

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Highest Conviction Plays? : R/Vitards - Reddit

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PBR (less conviction but it is simply too cheap and has an absurd dividend yield ~40-45%) Longer term HES and XOM have good growth potential My conviction in all other commodities has …

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