May. 13 at 8:48 PM
AMD JUST UPDATED ITS STOCK PORTFOLIO
This is every public company that
$AMD currently owns as of the end of Q1
Sanmina
$SANM - 1,151,052 shares (
$149.2M)
Absci Corporation
$ABSI - 5,714,285 shares (
$17.1M)
Marvell Technology
$MRVL - 65,516 shares (
$6.5M)
Xanadu Quantum Technologies
$XANADU - 200,000 shares (
$1.5M)
AMD's Q1 13F filing is a masterclass in AI ecosystem building! The heavy stake in
$SANM signals a focus on manufacturing resilience, while the
$MRVL position—though small—hints at powerful synergies in custom silicon and AI networking. Most intriguing are the bets on
$ABSI (AI drug discovery) and
$XANADU (Quantum Computing), proving Lisa Su is looking a decade ahead at the intersection of AI and specialized computing.
Do you think the
$MRVL stake is a prelude to a deeper partnership or just a tactical alliance? In this "AI-everywhere" era, which underdog ticker are you betting on? Let’s talk below! 👇
