By Syeda Seirut Javed
Publication Date: 2026-03-14 14:41:00
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer evaluated, along with the fragile food market. A caller asked if Cramer thinks it is advisable to start a position in the stock, and he said:
Alright, now, this is very interesting because I have, because we own such a big position in NVIDIA, I don’t want to own its biggest competitor, which is AMD. But you know what, if I didn’t own NVIDIA, I most certainly would. It is a dog fight, and Lisa Su is fabulous.
Photo by Adam Nowakowski on Unsplash
Advanced Micro Devices, Inc. (NASDAQ:AMD) makes processors, graphics cards, and AI chips for computers, servers, and gaming systems. The company’s products include Ryzen, Radeon, and EPYC. White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its fourth quarter 2025 investor letter:
The top 5 positions for the White Falcon portfolio are precious metal royalty companies, AMD, NFI Group, EPAM, and Nu Holdings. Advanced Micro Devices, Inc. (NASDAQ:AMD) designs a broad range of digital semiconductors serving PCs, gaming consoles, and data centers, including the rapidly expanding AI market. Under CEO Lisa Su, the company was pulled back from the brink of bankruptcy and reshaped into a high‑performance computing leader. Over the past decade, AMD has steadily taken market share from Intel and emerged as a credible No. 2 in GPUs behind Nvidia. Given AMD’s volatility, we initiated a…
