Michael Wiggins De Oliveira is a London-based hedge fund manager. Michael is a writer for various platforms, including TheStreet and Seeking Alpha. Michael specializes in deep value investing.
Both stocks are likely to continue performing remarkably well, but one offers investors a better opportunity to profit.
In a comparison of AMD and Nvidia, there is one clear winner.
IBM continues to generate strong free cash flow and yet it trades at unreasonably low levels.
The streaming giant's competition is fierce and well-financed, while Netflix itself has been relying on debt to hold on to its market share.
Apple remains out of favor with investors and trading too cheaply relative to its Services opportunity.
While investors are concerned about when memory prices will bottom, Micron is still cheap relative to its peers.
Looking into the rear view mirror for Amazon will fail to show risks to growth ahead.
Facebook is cheaply valued and focused on growing its commerce business.
The streaming media giant faces much stiffer competition later this year and is very richly-valued.
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