AMD: Being Second Best Is Plenty Good

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Jul. 30, 2025 4:53 PM ETAdvanced Micro Devices, Inc. (AMD) Stock, AMD:CA StockNVDA, NVDA:CA, AMD, AMD:CAMatthew Zeets1.43K FollowersSummaryAdvanced Micro Devices, Inc.'s new MI350 GPUs match Nvidia's top offerings, marking a breakthrough in AI GPU competitiveness.Nvidia's first-mover advantage is real, but AMD is now positioned to capture meaningful AI GPU market share.The next 1-3 years look exceptionally strong for AMD as demand for AI hardware remains high and AMD gains recognition.Macro risks like trade policy could add volatility, but I plan to hold AMD and reassess after a few years.Erik IsaksonOver a month ago now, Advanced Micro Devices, Inc. (NASDAQ:AMD) finally made waves in the AI GPU world that Nvidia (NVDA) has dominated when AMD announced their MI350 line of GPUs. The MI350 GPUsThis article was written byMatthew Zeets1.43K FollowersI was taught the value of investing and the power of compounding money at a young age by my dad and aunt. My dad helped me start a CD when I was about 10 to get better returns off my Christmas and birthday money. I started investing in the stock market when I was in grad school for Computer Science in 2008/2009. Stocks had dropped so far, it seemed like too good of a buying opportunity to me to pass up. I hardly knew anything about individual stocks, but luckily my timing was good and I saw multi-bagger returns on almost all my stock picks over the next few years. I've been interested in the stock market ever since and have done research on Seeking Alpha the last 10 years, as well as taking a couple online business/finance courses.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMD, MSFT, AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You