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AMD Made Investors Rich, but There Are 23 Stocks That Did Even Better

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AMD Made Investors Rich, but There Are 23 Stocks That Did Even Better

Key Points

  • AMD returned 134.5% over five years while NVIDIA gained 1,306%.

  • Celestica gained 2,952.85% over the same five-year period.

  • Most of the companies on this list are somehow involved with the AI boom.

  • The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

If you were asked to name the top five AI companies, there is a strong chance Advanced Micro Devices (NASDAQ: AMD) would make the list. Much of that recognition comes from its long standing rivalry with NVIDIA (NASDAQ: NVDA), currently the largest company in the world and the biggest early winner of the AI boom.

Still, AMD’s returns may surprise some investors. Over the past five years, AMD stock has gained 134.5% (as of March 2). By comparison, NVDA shares have surged an extraordinary 1,306%.

Other AI focused companies have pulled further ahead. AMD currently carries a market capitalization of $321 billion, and competitive pressure is building. Even Intel (NASDAQ: INTC) is positioning itself to regain ground, recently entering into an agreement with NVIDIA that could intensify the race.

Rooting for the underdog can be tempting, but diversification remains critical. Here are 23 tech sector stocks that have outperformed AMD and may still have room to run.

#23 Ubiquiti Inc. (UI)

New York-based Ubiquiti provides networking solutions and has a market cap of $48.158 billion. UI stock has jumped 142.12% in five years. Shares currently sell for $797.

#22 Palo Alto Networks, Inc. (PANW)

With a market cap of $122.522 billion, Palo Alto Networks offers cybersecurity services. The stock (worth about $150 a share) is up 154% in five years.

#21 Cloudflare, Inc. (NET)

A $63.345 billion company, Cloudflare provides cloud services. Shares trade at $180.01 (the stock is up over 154% in the last five years.

#20 Everpure (PSTG)

Previously known as Pure Storage, Everpure is a data storage and management company with a market cap of $20.573 billion. Shares are $62.33 (up 184.24% in five years).

#19 Taiwan Semiconductor Manufacturing Co. (TSM)

A giant chips manufacturer, TSM stock has risen 187.22% in five years. Shares cost $370.85. The market cap is currently $1.924 trillion.

#18 Alphabet Inc. (GOOG)

GOOG is rapidly expanding its search prowess into the AI world. In the last five years, the stock is up nearly 195% (currently trading at $305.38). Alphabet is one of the largest companies in the world, with a market cap of $3.696 trillion. Many analysts think the company still has room to grow.

#17 Fair Isaac Corp. (FICO)

With a market cap of $33.395 billion, Fair Isaac provides analytics software. Shares currently trade at just over $1,400. That’s up 201.84% in the last five years.

#16 Applied Materials, Inc. (AMAT)

Applied Materials is a semiconductor leader, with a market cap equalling $294.953 billion. Shares are $371.82 and the stock is up over 216% in five years.

#15 WESCO International, Inc. (WCC)

A $14.5 billion company, WESCO provides B2B distribution, logistics services, and supply chain solutions. WCC stock trades at $296.18 and has risen 245% in five years.

#14 Lam Research Corp. (LRCX)

Lam provides wafer-fabrication equipment and related services to the semiconductor industry. Its current market cap is $291.314 billion. LRCX trades at $231.56 (up 304.51% in five years).

#13 nVent Electric PLC (NVT)

London-based nVent provides electrical connection and protection solutions. The company’s market cap is $18.138 billion and shares are currently at $112.27. NVT is up 314.41% in five years.

#12 Amphenol Corp. (APH)

This $166 billion corporation makes electrical, electronic, and fiber optic connectors. The stock is up 318.88% in five years. APH shares are $135.06.

#11 Rambus Inc. (RMBS)

With a market cap of $9.5 billion, Rambus designs and licenses chip interface technologies. RMBS can be purchased for $87.75 per share. The stock is up nearly 321% in the five-year period.

#10 KLA Corp. (KLAC)

KLA is part of the semiconductor industry, making wafer fab equipment. The stock has risen 380.55% in five years (shares are now at $1,455.02). KLA’s market cap is $191.309 billion.

#9 Jabil Inc. (JBL)

Florida-based Jabil designs and sells complex electronic systems for a variety of industries, including tech and medical. That company’s market cap is $27.296 billion. Shares, currently trading at about $255, have risen 489.19% in five years.

#8 Palantir Technologies Inc. (PLTR)

PLTR stock is up 524.08% in the last five years. With a market cap of $352.102 billion, Palantir develops data integration and analytics, largely through AI. PLTR shares are at $147.22.

#7 Fabrinet (FN)

Fabrinet sells advanced optical packaging and precision optical manufacturing services. The $20 billion company is up over 536% in five years. Shares go for $556.34.

#6 Broadcom Inc. (AVGO)

A major semiconductor player, Broadcom’s market cap is $1.488 trillion. The stock has skyrocketed 576.28% in the last five years. Shares are now $313.80.

#5 Ciena Corp. (CIEN)

Communications component company Ciena has a market cap of $50.398 billion. CIEN shares go for $356.31 (up 591.23% in five years).

#4 Arista Networks, Inc. (ANET)

Arista is up a remarkable 615.34% in five years. ANET shares sell for $124.48. The computer networking company’s market cap is $157.045 billion.

#3 Super Micro Computer, Inc. (SMCI)

A relatively small company (market cap: $18.374 billion), Super Micro is involved with AI infrastructure. The stock is up 812.4% in five years, with shares costing $30.67.

#2 NVIDIA Corp. (NVDA)

It’s no surprise to see NVIDIA on this list. The stock has soared over 1,300% in five years, currently trading at $179.96. NVIDIA’s market cap is $4.378 trillion.

#1 Celestica Inc. (CLS)

Based in Canada, Celestica provides data center infrastructure and engineering solutions. With a market cap of $29.653 billion, Celestica is up an astonishing 2,952.85% in five years. Shares go for $257.05.

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