Nov 03, 2026, 7:00 PM ETAdvanced Micro Devices, Inc. (AMD) Stock, AMD:CA Stock, ZAMD:CA StockNVDA, NVDA:CA, ZNVD:CA, ANT1 CommentKenio Fontes3.42K FollowersAdvanced Micro Devices, Inc. delivered a strong Q3, with revenue and EPS exceeding expectations and robust Data Center segment growth.AMD's partnerships with AI leaders and the launch of Helios position it well for secular AI tailwinds, enhancing its ecosystem and growth prospects.Profitability improved, with operating margins rising and stock-based compensation remaining manageable, supporting more optimistic long-term margin assumptions.I upgrade AMD to a Hold, as current valuation lacks sufficient margin of safety despite improved fundamentals and growth outlook.Getty ImagesHere's an excerpt from my last article on Advanced Micro Devices, Inc. (AMD):"In roulette, the odds of a green result are pretty low, but the upside is tremendous. Of course, the house always wins, so the asymmetry isnThis article was written byKenio Fontes3.42K FollowersHit follow for stock deep dives and long-term thesis tracking. Independent Equity Analyst tracking high-quality businesses built for multi-decade compounding. My focus is simple: identifying quality compounders, mispriced growth, and underappreciated optionalities while ignoring short-term noise. Whether evaluating mega-cap tech levers or under-the-radar global equities, I prioritize structural moats, capital allocation, and asymmetric upside. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comment(1)