David Burrows Advanced Micro Devices AMD-Q HOLD Jul 17, 2025

Makes great chips. It's software, not hardware. Hasn't been able to deliver the ecosystem to handle AI workloads effectively or reliably. He'd be much more bullish if it could get its act together on this.

Not gained market share. Not even close to NVDA. Success with hyperscalers, but not with the average customer. Has taken data centre market share.

No. He would limit his exposure to any semis, given Trump's tariffs and embargo on China.

A year ago, everyone thought that AMD was the next best competitor to NVDA. Lost second place to AVGO. Production issues, as so earnings disappointed in February. Coming back, production for GPUs back in place. They'll come back.

NVDA may be the better company, but AMD has more upside. Is volatile, though. When this rallies, perhaps next year, he will divest. Expects this to rise $20-30.

Although she doesn't own it she has traded it. She is cautious on the run-up and AI sector but it could show good growth and there is still room to run in the sector. It scores 8 out of 10 fundamentally. There is a mix of buy and hold on the street and analysts see an upside of 12 to 13% in valuation. You could keep holding it but also do some trimming.

Prefers SHOP. AMD is fully priced. He targets $125 for SHOP. Don't sell AMD, just raise some calls against it.

Price target is $155-160 for the average analyst. Has come a long way. His preference would be NVDA, which he still holds.

#2 to NVDA. The go-to name if you don't want to own an NVDA chip. Companies need backup, and this name can provide it. No dividend.