Jim Cramer Says He “Certainly Would” Start a Position in Advanced Micro Devices If He Didn’t Own NVIDIA

Alright, now, this is precise absorbing due to the fact that I have, due to the fact that we ain specified a large presumption successful NVIDIA, I don’t privation to ain its biggest competitor, which is AMD. But you cognize what, if I didn’t ain NVIDIA, I astir surely would. It is simply a canine fight, and Lisa Su is fabulous.

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Advanced Micro Devices, Inc. (NASDAQ:AMD) makes processors, graphics cards, and AI chips for computers, servers, and gaming systems. The company’s products see Ryzen, Radeon, and EPYC. White Falcon Capital Management stated the pursuing regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) successful its 4th fourth 2025 capitalist letter:

The apical 5 positions for the White Falcon portfolio are precious metallic royalty companies, AMD, NFI Group, EPAM, and Nu Holdings. Advanced Micro Devices, Inc. (NASDAQ:AMD) designs a wide scope of integer semiconductors serving PCs, gaming consoles, and information centers, including the rapidly expanding AI market. Under CEO Lisa Su, the institution was pulled backmost from the brink of bankruptcy and reshaped into a high‑performance computing leader. Over the past decade, AMD has steadily taken marketplace stock from Intel and emerged arsenic a credible No. 2 successful GPUs down Nvidia. Given AMD’s volatility, we initiated a presumption successful November 2022 and added to it again successful April 2025. Management has guided to astir $10 successful Earnings per stock (EPS) for FY2027E and much than $20 successful EPS by 2030E. If the institution delivers connected these targets, past it should beryllium a $400+ banal successful a fewer years which is astir 75% higher than existent levels.

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