AMD Isn't The Next Nvidia, But It Doesn't Need To Be

Core Insights - Advanced Micro Devices (AMD) has started 2025 on a negative note, with the stock down approximately 5% year-to-date and experiencing a significant decline of 65% from its all-time high of $227 per share [1] Company Performance - AMD's stock performance reflects broader market challenges and investor sentiment, indicating potential volatility in the semiconductor sector [1] Investment Strategy - The focus is on building a portfolio that balances strong growth potential with solid fundamentals, emphasizing high-quality businesses with industry-leading profitability and low leverage [1]