AMD is a solid alternative for CPUs and GPUs, offering attractive value at current prices, especially with its strong data center performance and new product releases.
Source Post
5 Stocks BlackRock is BUYING NOW!
Ale's World of StocksMar 15, 2026
The creator analyzes five stocks that BlackRock has recently purchased, providing their own opinions and rankings. The stocks discussed are Caterpillar (CAT), Oracle (ORCL), Micron (MU), Lam Research (LRCX), and AMD (AMD). The creator offers insights into each company's business, financial performance, market position, and valuation, ultimately recommending Oracle, AMD, and Micron as potential buys, while cautioning about the current valuations of Caterpillar and Lam Research.
Linked Mentions
Tickers discussed in this post
Lam Research supplies essential wafer fabrication equipment for chip manufacturing, but its high valuation and market cyclicality make it less attractive than other options.
Micron is a critical enabler of the AI revolution, providing essential memory solutions, and despite its cyclical nature, it offers a promising value play.
Oracle is a compelling AI play with strong cloud infrastructure and a high-margin ecosystem, making it an attractive buy despite recent stock price volatility.
Caterpillar is a world leader in infrastructure machinery, but its high valuation and limited upside make it a hold rather than a buy at current prices.
Linked Signals
Tracked calls opened from this post
ORCL
buy opened Mar 15, 2026
+57.68%