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Why AMD Could Burn Investors Chasing The Rally (NASDAQ:AMD)
This article was written by Follow My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background […]
Nvidia: Still The Best Risk-Reward In AI Hardware (NASDAQ:NVDA)
This article was written by Follow I’m a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I’m currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio […]