
"Another one that I just mentioned is AMD. We27re buy rated on AMD just because we think the stock has come down so much. I think it returned to the 160s, even high 150s level, which makes it attractive just for the bounce back."
Sara discusses a contrarian call on AMD, noting that the stock has moved into a lower price range and is positioned for a bounce back amid the current AI narrative. The call is based on its attractive valuation relative to market hype.
Don't fear AI bubble, there will be winners - Tech Contrarians
September 30, 2025
Stock Idea