This year, I have invested almost $15,000 in purchasing three technology stocks to add to my personal portfolio. Let’s discuss why I like these three stocks.
My most recent purchase has been shares of Advanced Microdevices(NASDAQ:AMD). The stock has been on something of a rollercoaster to start the year, and I bought the stock on its recent decline.
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Most of the attention around AMD has focused on its recent graphics processing unit (GPU) partnerships with OpenAI and Metaplatforms. Both companies have made large commitments of 6 gigawatts to purchase GPUs from AMD, while AMD has provided both companies with warrants equal to approximately 10% (each) of their current outstanding shares.
Image source: Getty Images.
At first glance, this seems like a high price to pay to obtain these commitments, but for the guarantees to take hold, they not only come with the delivery of their GPUs, but also with certain thresholds that AMD stock must meet. The final tranche is believed to be $600, roughly triple AMD’s current share price. Meanwhile, the deals also basically require both companies to scale AMD’s ROCm software platform within their data centers, which is how the company can break through. Nvidia CUDA screw grip. As such, I view these deals as favorable growth drivers.
However, what excites me most about the stock is actually the opportunity it has in data center central processing units (CPUs). With the era of agent AI upon us, there will be a much greater need for high-performance CPUs to manage the logic and data flow behind AI agents. As such, the GPU-CPU ratio in AI data centers could be about to change materially, which is a catalyst that is not included in AMD’s stock price. This makes it one of the best AI stocks to own.
Service now(NYSE: NOW) is an example of a stock that I believe has been thrown out with the proverbial bathwater. While investors have sold off software-as-a-service (SaaS) stocks over fears of AI disruption, ServiceNow’s platform is so tightly ingrained in its customers’ workflow and data that it’s not going anywhere. It is a top-tier SaaS provider that has embraced AI and has great opportunities in this area.
The company’s generative AI suite, Now Assist, has been growing rapidly, with annual contract value (ACV) reaching $600 million last quarter, and projected to grow to more than $1 billion by the end of the year. Meanwhile, it is looking to become an orchestration platform for agent AI with its new AI Control Tower platform, while its recent acquisitions of Armis and Veza will significantly help boost its security capabilities in this area.
ServiceNow continues to grow its revenue at a rate of over 20% and, in my opinion, looks more like an AI winner than a loser, which makes its sale seem overblown.
Me, Pinterest(NYSE: PINS) It is an extremely undervalued stock that has not received the credit it deserves for the transformation its platform has undergone.
The company’s biggest flaw is its exposure to the home decor industry, and that it is much more tied to large retailers compared to the smaller advertisers that are Meta Platforms’ bread and butter. These issues are more cyclical than structural, and Pinterest was still able to grow its revenue by a solid 14% last quarter. The pressure on the stock has reduced its price-to-earnings (P/E) ratio to about 11 times based on analyst estimates for 2026 and below 8.5 times based on 2027 estimates.
Pinterest has used AI to turn its platform into a premier shopping discovery platform with multi-modal search, virtual try-on features, personalized curation, and an AI shopping assistant. Meanwhile, it uses AI to help advertisers better target users and improve conversions. It also continues to see strong increases in both new users and ARPU (average revenue per user) outside the US.
The company also has backing from renowned activist investor Elliott Investment Management, which recently purchased $1 billion in convertible notes to help Pinterest fund an accelerated share repurchase (ASR) deal and an ongoing buyback plan. This is a smart move as the stock is too cheap.
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Geoffrey Seiler holds positions in advanced microdevices, meta platforms, Pinterest, and ServiceNow. The Motley Fool has posts and recommends Advanced Micro Devices, Meta Platforms, Nvidia, Pinterest, and ServiceNow. The Motley Fool has a disclosure policy.
I just invested over $10,000 in these 3 tech stocks. Here’s why. was originally published by The Motley Fool
