Nasdaq(NDAQ) The Motley Fool·2025-03-10 19:23Core Viewpoint - The Nasdaq Composite index is currently in correction territory, down 13% from its recent high, creating potential buying opportunities for long-term investors in quality companies [1]. Group 1: Advanced Micro Devices (AMD) - AMD operates in the data center GPU space, competing primarily with Nvidia, but also has significant business in desktop and laptop processors, gaming chips, and embedded applications [3][4]. - AMD's data center revenue nearly doubled year-over-year in 2024, with adjusted EPS growth of 25% and an expected 30% revenue growth in Q1 2025 [5]. - The data center industry is projected to grow by 140% by 2030, and AMD's stock is trading at about 21 times forward earnings, indicating a potential investment opportunity [6]. Group 2: PayPal - PayPal's stock has dropped significantly following a disappointing earnings report, now trading at less than 14 times expected 2025 EPS, presenting a long-term investment opportunity [7]. - The company has undergone leadership changes focused on efficiency, with recent EPS growth reflecting these improvements, and new initiatives like an advertising platform launched in mid-October [8][9]. - PayPal generates approximately $6 billion in annual free cash flow, primarily used for share buybacks, indicating strong cash generation capabilities [10].