AMD: Now, A Very Cheap AI Growth Play (Upgrade)

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on stocks with strong growth potential and turnaround plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically set for 18 to 24 months, allowing time for the investment thesis to materialize [3] - The group aims to capitalize on growth stocks with strong fundamentals and attractive valuations, appealing to investors seeking robust buying momentum [3]