NVDA:CA
AMD: 200% Price Jump Meets Q3 2025 Earnings (Rating Downgrade) (NASDAQ:AMD)
This article was written by Follow Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way […]
Why I'm Downgrading AMD Ahead Of Earnings? (Preview)
Why I'm Downgrading AMD Ahead Of Earnings? (Preview)
BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later
BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later
TSMC: Expecting Strong Q3 FY2025 Earnings, And Tariff Threat Looks Overblown (NYSE:TSM)
This article was written by Follow I’m specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I’m a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My […]
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 […]