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Good afternoon, AMD has gone from roughly $80 to nearly $500 in a little over a year. And one of the biggest reasons for that run may only now be reaching the market. This quarter, AMD is launching a new generation of AI systems that could put it in a much stronger position against NVIDIA and open the door to what MarketBeat analyst Thomas Hughes believes could be another major growth phase. He still sees significant upside potential for AMD if this launch delivers. But there’s another way investors may be able to play it. AMD needs other companies to help make this rollout happen, and Thomas has identified four stocks positioned directly alongside it.
- One has already surged roughly 160% over the past year, yet Thomas believes the next phase of AMD’s growth could push it higher.
- Another is a major supplier that has been involved with AMD’s new system from the design stage.
- A third has pulled back from its highs and could be setting up for another move.
- And the fourth could reach profitability as soon as next year as new AI demand starts turning into revenue.
These are four very different companies, but they all have something in common: AMD’s launch could become a meaningful catalyst for their businesses. And with the new systems arriving this quarter, investors may not have to wait long to see whether that opportunity starts showing up in orders, earnings and stock prices. 
Click here to see the four stocks positioned to benefit from AMD’s next phase of AI growth. Happy investing, Bridget Bennett
MarketBeat P.S. Want more quick stock ideas like this? Our MarketBeat Clips channel features shorter takes from our latest analyst interviews, so you can quickly see the stocks and market moves worth putting on your radar. Click here to check it out and subscribe for free.
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