AMD(AMD) Seeking Alpha·2025-01-20 12:15Investment Strategy - The analyst focuses on building a market-beating portfolio targeting strong capital appreciation and aggressive dividend growth [1] - The portfolio strategy emphasizes blue-chip companies with wide moats, competitive advantages, industry-leading market share, and profitability [1] - Investments are selected based on attractive valuations relative to forward growth across US and European markets [1] - Dividend investing is primarily centered around free cash flow rather than mere yield chasing [1] Analyst's Position - The analyst holds a beneficial long position in NVDA and MSFT through stock ownership, options, or other derivatives [1] Disclosure - The article expresses the analyst's personal opinions and is not influenced by compensation or business relationships with mentioned companies [1]