Advanced Micro Devices, Inc.
AMD designs and sells CPUs, GPUs, and related semiconductor products for PCs, gaming consoles, and data centers. Its product lines include Ryzen processors, Radeon graphics cards, and EPYC server chips. AMD competes directly with Intel and NVIDIA across multiple segments.
Share gains in PC and server CPUs vs. Intel
Exposure to gaming through consoles and discrete GPUs
Dependent on third-party manufacturing (e.g., TSMC)
CRM
Salesforce, Inc.
Cloud-based software company providing customer relationship management (CRM) and enterprise applications.
PANW
Palo Alto Networks, Inc.
Cybersecurity company providing network, cloud, and endpoint security solutions for enterprises.
PYPL
PayPal Holdings, Inc.
Digital payments platform enabling online money transfers and merchant services globally.
INTC
Intel Corporation
Semiconductor manufacturer producing processors and related technologies for computers and data centers.
ORCL
Oracle Corporation
Enterprise software company offering databases, cloud infrastructure, and business applications.
AMZN
Amazon.com, Inc.
E-commerce and cloud computing company operating Amazon Marketplace and AWS infrastructure services.
ADBE
Adobe Inc.
Software company known for creative, marketing, and document management tools like Photoshop, Illustrator, and Acrobat.
ABNB
Airbnb, Inc.
Online marketplace that connects hosts offering stays and experiences with guests around the world.
UBER
Uber Technologies, Inc.
Technology platform for ride-hailing, food delivery (Uber Eats), and logistics services.
SNOW
Snowflake Inc.
Cloud data platform providing data warehousing, analytics, and data sharing as a service.
AMD
Advanced Micro Devices, Inc.
Semiconductor company providing CPUs, GPUs, and data center solutions for computing and graphics.
MSFT
Microsoft Corporation
Technology company focused on software, cloud computing (Azure), productivity tools, and enterprise solutions.
SPOT
Spotify Technology S.A.
Audio streaming service offering music, podcasts, and personalized listening experiences.
NVDA
NVIDIA Corporation
Semiconductor company specializing in GPUs for gaming, AI, data centers, and autonomous vehicles.
SQ
Block, Inc.
Financial technology company providing payment processing, point-of-sale hardware, and Cash App services.
NFLX
Netflix, Inc.
Streaming entertainment service offering on-demand movies, series, and original content globally.
META
Meta Platforms, Inc.
Social technology company that owns Facebook, Instagram, WhatsApp, and develops virtual/augmented reality products.
SHOP
Shopify Inc.
E-commerce platform enabling businesses to create and manage online stores and retail operations.
GOOG
Alphabet Inc.
Parent company of Google, specializing in internet services, online advertising, cloud computing, and consumer hardware.
TSLA
Tesla, Inc.
Electric vehicle and clean energy company producing EVs, battery storage products, and solar energy solutions.
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