Analyst Points Out AI Opportunities for Advanced Micro Devices (AMD)

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We recently published a list of 10 Latest AI News You Shouldn’t Miss. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other latest AI news you shouldn’t miss.

Anastasia Amoroso, iCapital chief investment officer, said in a latest program on CNBC that 2025 will be the year of AI software, data centers and power. She believes the AI rally is broadening out.

“Artificial intelligence, as I mentioned, is carrying itself over into 2025, and I think it’s broadening. Last year, last two years, have been about semiconductors. I think this year has to be about AI software; it has to be about AI monetization, but it also has to be about AI power. And it’s not just, you know, a number of headlines talking about data centers and how much they consume, and the fact that I think you need eight times the electricity to run an AI data center. It’s an actual real trend, which I also think the Trump Administration is going to support as well.”

The analyst also said investors should consider alternative investments or private markets as she believes private equity valuations are below the levels seen in public markets.

READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In

For this article we picked 10 AI stocks trending on latest news. With each stock we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

Analyst Points Out AI Opportunities for Advanced Micro Devices (AMD)
Analyst Points Out AI Opportunities for Advanced Micro Devices (AMD)

A close up of a complex looking PCB board with several intergrated semiconductor parts.

Advanced Micro Devices, Inc. (NASDAQ:AMD)

Number of Hedge Fund Investors: 107

David Nelson from Belpointe Asset Management in a latest program on Schwab Network mentioned some possible opportunities for Advanced Micro Devices, Inc. (NASDAQ:AMD) moving forward:

“I think there’s a place for Advanced Micro Devices, Inc. (NASDAQ:AMD). It’s probably on the inference side right now. It’s the training of large language models that has been, you know, quite necessary, and even the retraining of these models.