Advanced Micro Devices

Dr. Lisa Su’s turnaround and execution track record are outstanding, with sustained share gains against larger incumbents and timely pivots into AI. Insider alignment is good: the 2025 proxy shows Dr. Su beneficially owning roughly 4.7 million shares. The broader team has deep CPU, GPU, adaptive, and software expertise.

Governance is standard for a large-cap U.S. tech, with independent board majority and shareholder-friendly capital returns.