Most Attractive AI Bet Today? For Me, It's AMD
AMDAMD(US:AMD) Seeking Alpha·2025-12-18 19:31

I must admit, I haven’t been a big fan of so-called "AI stocks." There are two reasons for that. First, as a fundamentals‑first guy, I don’t like it when the companies I analyze trade at valuation multiples like a P/EI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — ...