Honestly, I think AMD is still one of the most exciting stocks heading into 2025.

Here’s why 👇

First, the AI wave is just getting started — and AMD is positioning itself really well to ride it. Their MI300 chips are finally getting traction in data centers, and a lot of big players are starting to include AMD in their AI infrastructure plans. We’re literally at the beginning of what could be a decade-long AI buildout, and AMD’s tech is finally proving it can compete head-to-head with Nvidia.

Second, the company’s product lineup looks strong across the board. They’ve executed well the past few years — from CPUs to GPUs — and now they’re doubling down on AI accelerators. Lisa Su and her team have built a reputation for delivering, and that gives me confidence that AMD isn’t just riding hype; they’re actually building long-term value.

Third, valuation-wise, I still think there’s room to grow. The market has priced in Nvidia’s success, but not AMD’s potential yet. If their data-center business continues to grow the way it has been, we could see some serious upside.

Of course, there are risks — it’s still a super competitive space and execution matters a lot. But personally, I’d rather be in early on a company that’s still expanding into AI, rather than chase the one that’s already priced to perfection.

Long story short — I’m holding my AMD shares and might even add more on dips. This story is far from over.