
What smart money is saying about Advanced Micro Devices
5 funds in our archive have pitched Advanced Micro Devices — most recently Aristotle Focus Growth in December 2025.
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and embedded processors, and semi-custom System-on-Chip (SoC) products, development services, and technology for game consoles. The company provides processors for desktop and notebook personal computers under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, AMD FX, AMD A-Series, and AMD PRO A-Series processors brands; discrete GPUs for desktop and notebook PCs under the AMD Radeon graphics, AMD Embedded Radeon graphics brands; and professional graphics products under the AMD Radeon Pro and AMD FirePro graphics brands. It also offers Radeon Instinct, Radeon PRO V-series, and AMD Instinct accelerators for servers; chipsets under the AMD trademark; microprocessors for servers under the AMD EPYC; embedded processor solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series processors brands; and customer-specific solutions based on AMD CPU, GPU, and multi-media technologies, as well as semi-custom SoC products. It serves original equipment manufacturers, public cloud service providers, original design manufacturers, system integrators, independent distributors, online retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives. The company was incorporated in 1969 and is headquartered in Santa Clara, California.
Fund coverage · 5 theses
- Aristotle Focus GrowthDecember 2025
Advanced Micro Devices is a leading high-performance computing company positioned for long-term growth from AI and cloud tailwinds with strong product momentum and expanding TAM.
Read the full thesis - Aristotle Large Cap GrowthDecember 2025
Advanced Micro Devices is a high-performance computing leader positioned for long-term AI and cloud growth with momentum in accelerators and server CPUs despite near-term sentiment-driven multiple compression.
Read the full thesis - White Falcon Capital ManagementDecember 2025
Advanced Micro Devices designs high-performance semiconductors across PCs, gaming, and data centers, with market share gains and long-term EPS targets implying substantial upside.
Read the full thesis - Macquarie Core Equity FundJune 2025
Advanced Micro Devices Inc. is positioned to significantly increase its market share in AI GPUs by 2027, potentially rivaling industry leader NVIDIA and driving larger revenue gains than currently anticipated.
Read the full thesis - White Falcon Capital ManagementDecember 2024
AMD is facing disappointment over potential shortfalls in AI chip revenues but remains poised to benefit from its other businesses and could still capture a small share of the expansive AI chip market.
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