AMD(US:AMD) Seeking Alphaยท2025-08-06 18:13Group 1 - The article discusses the promising new product roadmap of Advanced Micro Devices, Inc. (NASDAQ: AMD) but highlights disappointment with the MI300 in terms of traction and real-world performance [1] - The author emphasizes a focus on investing in companies within oligopolistic sectors that have high barriers to entry, while avoiding smaller companies due to perceived risks [1] - The investment approach is centered on growth at a reasonable price, primarily targeting a mid- to long-term investment horizon [1] Group 2 - The author has a background in mechanical engineering and has transitioned from the oil and gas sector to focus on global equities, particularly in the semiconductor industry [1] - The article aims to provide small investors with valuable investment ideas, particularly in semiconductors, robotics, and energy [1] - The author has completed CFA Level II in 2024 and is licensed by the Brazilian Securities Commission as both a portfolio manager and an investment consultant [1]