While Boeing and eToro dominate the financial headlines, tech giants Super Micro Computer (SMCI) and Advanced Micro Devices (AMD) are flying somewhat under the radar - which is surprising given their potential impact on the future of computing. As semiconductor availability improves after years of shortages, both companies seem positioned for interesting moves.
SMCI's expertise in high-performance computing solutions makes them a natural beneficiary of the AI revolution. Every company worth its salt is implementing AI and machine learning solutions, and these technologies require serious computing power - exactly what SMCI provides. Their server solutions are particularly well-regarded for efficiency, a critical factor as data centers grapple with rising energy costs.
AMD continues its remarkable resurrection story under Lisa Su's leadership. They've transformed from Intel's struggling competitor to a genuine threat across multiple segments. Their processors offer compelling price-performance ratios for everything from gaming rigs to enterprise servers, and they're making legitimate inroads against Nvidia in the GPU space (no small feat given Nvidia's dominance).
In my experience covering tech stocks, sometimes the companies not making daily headlines are the ones quietly positioning themselves for significant growth. The semiconductor sector is notoriously cyclical, but the underlying demand drivers - AI, cloud computing, gaming, autonomous vehicles - show no signs of slowing. For investors with the patience to look beyond immediate news cycles, SMCI and AMD might offer interesting opportunities as the semiconductor landscape continues its evolution.
