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NASDAQ:AMD

Advanced Micro Devices (AMD)

536.85
-0.52 (0.10%)
as of Jun 18, 2026, 11:59:05 pm Market Open.
279 watching
0
TOP PICK
It will continue to take marketshare from Intel in the CPU space. They have the best technology. Gaming PCs, embedded data centres and other industry marketshare are growing. Lots of room for growth. (Analysts’ price target is $88.31)
BUY

Their big competitor, Intel, disappointed with their report, but he expects AMD to blow away when it reports next week. Xilinx wants AMD to pay a big premium as AMD buys, it, but he doesn't think AMD's CEO (whom he admires) will accept that.

PARTIAL BUY
Has come back from its September peak. Target of $95. Pulled back with the rest of the tech sector. Fairly volatile. Dips present buying opportunities. Lots of catalysts. Bargain in the mid-70s US. Buy a third here, and remaining thirds lower. It shouldn't go below $73.
BUY

They make great chips that are in strong demand by China. All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term.

BUY

Rumour of AMD buying Xilinx AMD would really benefit for Xilinx which makes great chips for autos, defence and telcos. Buying Xilinx would expand AMD's exposure to these sectors and their overall market. The deal is good, but only at the right price--if it happens. The AMD CEO is great. If the deal happens and AMD sells off, then he would buy.

DON'T BUY
It's winning where Intel is losing.They're ahead of Intel, but you're paying too much. Single-company risk. Ahead of their skis in terms of valuation. Semiconductor ETF is a better play, though don't chase it.
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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Better known are these chipmakers, but less known is the tech war flaring between them. Without getting overly tech-geeky (you can read that here), Intel and AMD are vying for supremacy over the faster computer chip. The upshot is that Intel will lag AMD and other competitors until late-2021, but the company expects to regain the lead over AMD in 2022. Analysts like Barry Schwartz and Darren Sissons feel that Intel has gone nowhere and don't see much change in the near future. (At least, Intel pays a 2.73% dividend as you wait.) AMD, long-considered the poor cousin to Intel, is gaining more favour on the street with Jeffries on Tuesday this week raising its price target from $86 to $95, based on Intel's lag. Though AMD doesn't pay a divvy, it clearly has momentum on its side.
COMMENT

AMD is the chip company that has always been the poor #2 to INTC. He would prefer INTC as it has less volatility and it holds a large cash reserve. In this environment, focusing on companies with minimal debt is important.

DON'T BUY
It has been the poor step-child of the semi-conductor space. His model sees a 38% downside risk. He sees other better options out there.
BUY
He thinks AMD has the potential to go to $70. It could reach 25% market share making the stock appear very cheap. He very much likes it.
BUY
The semiconductors have been leaders. This one has always been the laggard but has recently come through. He prefers another but you will be fine in this one.
COMMENT

vs. ERIC? A tough call. AMD is more a trading stock. ERIC is long-term. Both are in chips and especially 5G deployment which will play out over time. He picks ERIC.

BUY

He still likes this company and thinks they are still in the early stages of them taking market share from Intel. He likes their moves into gaming and data centres. Pricing in semi-conductors seems to be stabilizing, which will continue to allow tail winds to continue. It will be a volatile stock, but over the long term it is a good investment.

PARTIAL SELL

He does not own it as a single stock, but as part of the SOXX etf. It has taken market share away from INTC and they have been progressive in making chips smaller, making them ideal for autonomous driving and for use in iPhones. The runway is still fairly long, but they are facing more competition. He might consider taking profit and moving into Applied Materials, the equipment supplier for AMD.

BUY

He loves semis. AMD is great. Also see his top picks. They can take share from Intel in Apple laptops.

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