1 Tech Stock I'm Adding to My Portfolio While Everyone Is Panicking

By Geoffrey Seiler – Mar 25, 2026 at 10:30AM ESTKey PointsAMD has a big opportunity with CPUs as agentic AI starts to take off. The company also should see its GPU revenue increase following recent partnerships with OpenAI and Meta Platforms. With the war with Iran and the persistent whisper of an artificial intelligence (AI) bubble, the market has been volatile. However, one stock I've bought while some investors have panicked has been Advanced Micro Devices (AMD +6.05%), because the company has an underrated opportunity from agentic AI. A big agentic AI opportunity While Advanced Micro Devices (AMD for short) plays second fiddle to Nvidia in the graphics processing unit (GPU) market, it is the market-share leader in central processing units (CPUs). This market is much smaller than the huge one for GPUs, which provide the power to train large language models (LLMs) and run inference. CPUs, on the other hand, are often referred to as the brain of the computer. Image source: Getty Images. This has been a steady growth market, but with agentic AI set to take off, it is poised for meaningful revenue acceleration. The reason is that AI agents require far more sequential logic, which GPUs aren't designed to handle. This workload is shifting to CPUs, which excel at orchestrating tasks, managing application programming interfaces (APIs), and handling complex memory usage. And the importance of high-performance CPUs for agentic AI could extend beyond data centers and into personal computers (PCs) as well. AMD's newest PC CPUs have been designed to handle systems that are always on and are capable of performing multiple AI tasks simultaneously. In essence, AMD is looking toward a world where PCs become almost an extension of a worker, not just a tool. This is an added potential growth driver. At the same time, after forging partnerships with OpenAI and Meta Platforms, AMD is also set to see strong GPU revenue growth in the coming years. The two companies have agreed to purchase 12 gigawatts worth of GPUs in aggregate, which is worth upward of $200 billion in orders. While AMD will provide each of these partners with warrants equal to 10% of the company, the deal helps it get into these customers. The warrants to potentially buy AMD shares only become fully vested once the orders are deployed, and if AMD's stock hits certain price thresholds. These large orders will get AMD's ROCm (Radeon Open Compute) software platform integrated into OpenAI and Meta's data centers, and make its GPUs a real alternative for their inference needs. It also strengthens their relationships at a time when data center CPU use is set to take off. ROCm isan open-source software platform designed for GPU-accelerated computing, specifically targeting AI, machine learning, and high-performance computing. Between its CPU opportunity and GPU commitments, AMD is a top AI stock.Read NextMar 25, 2026 •By Chris NeigerWhy Advanced Micro Devices Stock is Gaining TodayMar 23, 2026 •By Matt Frankel, CFPPrediction: This Unstoppable Growth Stock Will Be Worth $2 Trillion in the Next 7 YearsMar 21, 2026 •By Geoffrey SeilerI Just Put More Than $10,000 Into These 3 Tech Stocks. Here's Why.Mar 17, 2026 •By Matt Frankel, CFPWhy AMD Is the Most Underrated AI Stock Right NowMar 16, 2026 •By David Jagielski, CPAShould You Buy AMD Stock Now or Wait for a Dip?Mar 16, 2026 •By Manali Pradhan, CFAAdvanced Micro Devices Has Sold Off. Here's Why the Bull Case Isn't Broken.About the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitStocks MentionedAdvanced Micro DevicesNASDAQ: AMD$217.79(+6.05%)+$12.42*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.