If I could only hold ONE of these stocks through 2026, I’d pick AMD
$Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly.
AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle.
Most importantly, AMD offers balance: broad AI exposure, improving margins, and a valuation that still doesn’t fully reflect multi-year AI infrastructure buildout. Compared with more niche or cyclical names on the list, AMD provides a cleaner, more durable compounding story through 2026.
@Tiger_SG @Tiger_comments @TigerStars @TigerClub
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