Advanced Micro Devices (AMD) is Gaining on Several Fronts

Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September 30, 2025, of 14.83%. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Alpha Wealth Insiders Fund highlighted stocks such as Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor company that operates through Data Center, Client, Gaming, and Embedded segments. The one-month return of Advanced Micro Devices, Inc. (NASDAQ:AMD) was -0.84%, and its shares gained 77.53% of their value over the last 52 weeks. On December 31, 2025, Advanced Micro Devices, Inc. (NASDAQ:AMD) stock closed at $214.16 per share, with a market capitalization of $348.661 billion.

Alpha Wealth Insiders Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its third quarter 2025 investor letter:

“Business: Advanced Micro Devices, Inc. (NASDAQ:AMD) is a prominent global semiconductor company that designs and develops a wide range of high-performance computing and visualization products. Under the leadership of CEO Lisa Su, AMD has transformed into a strong competitor in various segments, particularly in the booming AI and data center markets

Insider Buying/Selling: Phillip Guido, EVP and Chief Commercial Officer purchased 8800 shares at $113.56 in May. Since then there have been significant insider sales as the stock has risen dramatically. Guido has not sold stock as he would also be subject to short swing profit taking.

Recent News:In Q2 2025, AMD posted record revenue of ~$7.7B (+32% YoY) with net income of $872M, but a GAAP operating loss of $134M due to a $800M MI308 inventory write-down tied to U.S. export controls. (Advanced Micro Devices, Inc.) Since then, AMD agreed to sell ZT Systems’ server manufacturing arm for $3B to Sanmina (Reuters), and is reportedly in early talks with Intel to use its foundry services (Reuters). Also, AMD is developing Fluid Motion Frames 3 in upcoming GPU driver updates. (tomshardware.com) …”(Click here to read the full text)

Cantor Keeps Overweight on AMD Despite Target Cut, Citing Strong AI Tailwinds

Advanced Micro Devices, Inc. (NASDAQ:AMD) is in 19th position on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 115 hedge fund portfolios held Advanced Micro Devices, Inc. (NASDAQ:AMD) at the end of the third quarter, up from 113 in the previous quarter. While we acknowledge the risk and potential of Advanced Micro Devices, Inc. (NASDAQ:AMD) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Advanced Micro Devices, Inc. (NASDAQ:AMD) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Advanced Micro Devices, Inc. (NASDAQ:AMD) and shared the list of new stocks in David Tepper’s portfolio. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.