Advanced Micro Devices, Inc.
Pitch Summary: AMD reported a positive Q3 with revenue and EPS exceeding expectations. However, despite strong guidance for Q4 and a 36% YoY revenue growth, the market response was muted due to valuation concerns and competitive pressures, particularly in the data center segment. BSD Analysis: AMD’s Q3 results were solid, with revenue and EPS surpassing […]
Apple Inc.
Pitch Summary: Apple’s recent quarterly results demonstrate strong financial performance with record revenues and earnings per share. Despite initial market concerns over lower-than-expected China sales, the company’s robust growth in services and other regions, along with solid margins, support a strong buy recommendation. BSD Analysis: Apple’s Q3 2025 results highlighted a record revenue of $102.47 […]
[New Position] Ferrari (RACE)Ferrari N.V. – RACE
Pitch Summary: The investment thesis is centered on Ferrari’s strong brand and financial discipline, which are expected to drive long-term value despite recent market concerns over its revised electric vehicle targets and modest revenue growth projections. BSD Analysis: Ferrari’s recent Capital Markets Day in October 2025 revealed a shift in its vehicle production strategy, increasing […]
