Most Attractive AI Bet Today? For Me, It's AMD

Core Viewpoint - The article expresses skepticism towards "AI stocks," emphasizing a preference for fundamental analysis over valuation multiples like P/E ratios [1] Group 1: Investment Philosophy - The company has managed investments since 1999, gaining insights through various market cycles [1] - The focus is on uncovering mispriced assets that the market has overlooked, guided by a fundamentals-first approach [1] - While acknowledging the importance of sentiment and technicals in today's algorithm-driven investment environment, the company prioritizes fundamental analysis [1]