Cathie Wood Increases Holdings in AMD, BYD, and WeRide Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
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Source: Fool
- AMD Growth Potential: Despite a 13% decline in AMD's stock price from its peak three months ago, its AI chip business is gaining momentum, with a projected 32% revenue growth in 2026 and a 65% surge in earnings, indicating strong market demand and future growth potential.
- BYD EV Sales: BYD surpassed Tesla in global electric vehicle sales last year, and although its market cap is only a fraction of Tesla's, its $121 billion in sales represents a 23% year-over-year growth, showcasing its strong competitive position in the EV market.
- WeRide Autonomous Driving: WeRide has secured licenses to operate autonomous vehicles in eight countries, with revenue expected to double over the next three years; profitability may not arrive until 2028, but its rapid development in the autonomous driving sector indicates significant long-term market potential.
- Investment Strategy: Cathie Wood's decision to increase her stake in BYD instead of Tesla amid market fluctuations reflects her confidence in value-oriented EV manufacturers and underscores her optimistic outlook on the future of the electric vehicle market.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMD is 284.10 USD with a low forecast of 200.00 USD and a high forecast of 377.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
36 Analyst Rating
27 Buy
9 Hold
0 Sell
Strong Buy
Current: 252.740
Low
200.00
Averages
284.10
High
377.00
Current: 252.740
Low
200.00
Averages
284.10
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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