Hello, Reader.
In 1440, Johannes Gutenberg introduced the movable type printing press. This was a watershed moment for democratizing knowledge.
Suddenly, books no longer had to be copied by hand. The printing press could do so by the thousands.
Today, AI is facilitating a similar push to democratize knowledge. It’s a tool that lets non-coders create workable software… non-writers to generate novels… and non-artists to produce paintings.
Now, over the next several years, we’re going to see AI replace some of the most crucial jobs that allow ordinary Americans to keep food on the table. And once that starts happening, mass unemployment could quickly follow.
So, to keep up with the AI Revolution, it’s essential to buy into the firms that will rise with this new technology rather than be replaced by it.
That is why I like to look at every perspective investment through the lens of AI. Specifically, I look for the best-of-breed companies that…
- Provide essential components or infrastructure for AI technologies.
- Apply AI in cost-effective and/or market-leading ways.
- Possess some sort of durable immunity to the destructive powers of AI.
One particular company falls squarely into the first category.
It is a major supplier of cutting-edge semiconductors that has become a major player in many facets of AI technologies, and it is doing so very profitably.
The company has scored some impressive recent successes, boosting its share price nicely.
The company I’m talking about is Advanced Micro Devices Inc. (AMD).
During the early phases of the AI boom, AMD seemed to operate in the shadows of its high-profile, and widely adored, competition. Most folks viewed the company as an also-ran compared to the AI-chip leader, Nvidia Corp. (NVDA).
However, AMD is making major strides toward becoming a worthy competitor to Nvidia in the data center chip sector.
While Nvidia still dominates the AI chip market, AMD is quickly gaining ground. The company’s latest data center GPUs – the Instinct MI350 series, set to launch in the third quarter of 2025 – offer greater memory capacity and better or similar AI performance compared to Nvidia’s top-tier Blackwell chips, which AMD describes as “significantly more expensive.”
This value proposition is key to AMD’s strategy of disrupting Nvidia’s high-margin dominance.
That pricing advantage could be the key to eroding Nvidia’s AI chip margins – which have already shown signs of softening. As Nvidia’s margins decline, AMD’s are trending higher, creating a clear opportunity for margin expansion and profit growth.
AMD’s data center segment is already delivering strong results. In the first quarter of 2025, it posted 69% year-over-year growth and contributed 57% of total gross operating income – a major shift toward high-value enterprise AI workloads.
AMD is an outstanding long-term play on the exponential – growth of AI technologies.
I first recommended it to my Fry’s Investment Report subscribers back in March. In the four months since then, the company has achieved a 60% gain.
As I stated in my initial trade alert…
Anyone who bought the shares of today might not be happy about that purchase one week from now, or even one month from now, but I believe they would be very happy about it one year from now.
So far, so good.
But it gets better…
I plugged AMD into the seasonality pattern-spotting tool created by our partners at TradeSmith – and it tells me that a new window to buy this company is coming soon.
I’ll share the “Green Day” chart that the tool generated – and when exactly it tells us to start buying AMD – below.
But first, let’s take a look back at what we covered here at Smart Money last week…
Smart Money Roundup
June 16, 2025
The Vegas Gambler Who Cracked Wall Street – and How You Can, Too
Every once in a while, someone comes along who doesn’t just beat the odds. They rewrite them entirely. That’s what Ed Thorp, a mathematics professor and blackjack player, did in the 1960s when he used math, computing power, and statistical insight to outplay the casinos… and, later, the markets.
Similar to Thorp’s strategies, our partners at TradeSmith have developed pattern-spotting software that has already delivered market-beating results… even during times of volatility.
June 17, 2025
Why This “Uninvestible” Sector Will Quietly Crush Expectations
Because it involves buying wildly unpopular assets, contrarian investing can often be challenging. However, if you look beyond the negative headlines, you can sometimes find a hidden opportunity in sectors that look “uninvestible” from the outside – that is, if you know where to look.
Thomas Yeung shares a surprising sector set to defy its reputation – and the opportunity that I’ve identified within it.
June 19, 2025
How the “Robot Rush” Could Build Life-Changing Wealth
The “brains” of robots are finally becoming smart enough to control the “bodies” that engineers developed long ago. As a result, the range of robotic services and solutions will explode in the era of AI. Companies of all sorts will line up to acquire robotic services and solutions.
As smart investors, we want to capitalize on the “robot invasion” before it leaves us behind. Here’s how.
June 20, 2025
Louis Navellier’s Best Stock Picks – on Steroids
To help identify hidden patterns in the market, legendary growth investor Louis Navellier is revealing the next evolution of his data-driven investing system – one that combines his proven Stock Grader system with a breakthrough seasonality tool. The result is way to identify high-potential stocks and the exact “Green Day” windows in which they’re most likely to soar.
Louis is sharing the logic and data behind this “Green Day” system, spotlighting an urgent market shift coming July 30… and showing us how everyday investors can capitalize on it.
A Window of Opportunity
Now, I’ve mentioned TradeSmith’s seasonality tool throughout this past week. The tool works by identifying “Green Day” trading windows on a given stock based on how it has seasonally performed.
And I recently put this pattern-spotting algorithm to the test on AMD.
Here is what it showed me…
The tool reviewed how AMD performed over the last 15 years and generated a chart predicting, based on that data, how it will perform this year. In the chart below, the green columns represent bullish periods to buy AMD.
AMD has already worked through its optimal bullish window between June 4 through June 19. The historical average return for that time period is 4.1%…
But this year, AMD gained 7% during the period.
The tool also shows that there may be another bullish opportunity for AMD starting today, July 21, through August 8. During this period, the stock has returned an average gain of 9.2% in the past 15 years. The next bullish trade would be November 16 through December 1.
What’s more, August through October looks like a great time for long-term investors to “buy the dip,” because AMD has seasonally had significant downside at that time.
To share more details about how this system works, my InvestorPlace colleague Louis Navellier is joining TradeSmith CEO Keith Kaplan tomorrow, Tuesday, July 22, at 10 a.m. Eastern time for a special broadcast.
And after you sign up for the event, you will receive access to a free version of TradeSmith’s seasonality tool, where you’ll be able to pull up charts for your stocks and try it out yourself – all free of charge.
The event is only one day away, so be sure to reserve your spot here.
Regards,
Eric Fry
Editor, Smart Money
