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AMD Q2 2025 Deep Value Analysis

Author
TheDeepValue
Published
Fri 08 Aug 2025
Episode Link
https://podcasters.spotify.com/pod/show/lulu629/episodes/AMD-Q2-2025-Deep-Value-Analysis-e36hcm9

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Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 


This comprehensive financial overview examines Advanced Micro Devices (AMD), detailing its business model, revenue streams, and market position within the semiconductor industry. It thoroughly analyzes AMD's financial performance over a decade (2014-2023), contrasting its past struggles with its recent strong growth, improved margins, and robust balance sheet. The analysis also explores short-term and long-term risks, evaluates management effectiveness and shareholder alignment, and applies a Discounted Cash Flow (DCF) model to estimate intrinsic stock value under various growth scenarios, ultimately assessing AMD against Warren Buffett's investment criteria.

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