Advanced Micro Devices
AMDMarket price data through August 7, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +250%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$138
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- September 2024
- The month this stock first became a Benson pick.
- Tracking duration
- 22 months
- How long Benson has been tracking this pick.
About Advanced Micro Devices
AMD makes the chips that power artificial intelligence, from the gaming PC in your living room to the giant data centers where AI models get trained. Think of them as the credible second choice in a market almost everyone assumed belonged to one company. They just signed a deal with OpenAI, the company behind ChatGPT, to deploy 6 gigawatts of AMD chips. When the most famous name in AI picks you as a core partner, people notice.
The case for and against
Both sides of the story, in plain English.
- OpenAI Anchor Deal
AMD signed a multi-year, multi-generation agreement with OpenAI covering 6 gigawatts of chips, starting with the first 1 gigawatt of MI450 processors in the second half of 2026. AMD's finance chief says this single partnership is expected to deliver tens of billions of dollars in revenue and boost earnings meaningfully. This is the kind of customer that changes a company's entire trajectory.
- Growth Plus Profit
Revenue grew 34 percent over the past year while net profit margins reached 13.4 percent. That combination is rare. Plenty of companies grow fast and burn cash, but AMD is turning its AI momentum into real earnings, and the OpenAI ramp hasn't even started yet.
- Promise Versus Delivery
Nothing in the OpenAI deal is guaranteed. The first chips don't ship until the second half of 2026, and AMD granted OpenAI a warrant for up to 160 million shares that only vests as real deployments and share price targets are hit. If the buildout slips or shrinks, the headline number shrinks with it.
- Wild Ride
AMD's beta of 2.49 means the stock swings roughly two and a half times harder than the overall market. Add a 160 million share warrant that dilutes existing owners as milestones land, and you get a stock that can drop fast on any hint of slower AI spending. This is not a quiet, sleep-well-at-night holding.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-07. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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