By Geoffrey Seiler, The Motley Fool
Publication Date: 2026-10-02 17:03:00
Key Points
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AMD looks well positioned for the inference, agentic AI, and physical AI markets.
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Broadcom is a custom chip and networking leader.
If you have $1,000 that you’re ready to invest today, that would be enough to start positions in two of the chip stocks that look poised to lead the next wave of the artificial intelligence (AI) build-out in Advanced Micro Devices(NASDAQ: AMD) and Broadcom(NASDAQ: AVGO). With $1,000, you could buy one share of each.
Let’s look at why these two semiconductor stocks look like solid investments.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
1. AMD: An inference, agentic AI, and physical AI winner
AMD was outmaneuvered by Nvidia in the AI training market, but it’s positioning itself to prevent that from happening again. It’s…

