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AMD vs MARA — which is the better buy? — what our data shows

⚡ TradesZ research ·Updated July 9, 2026 ·~2 min read ·Grounded in SEC data

Both AMD and MARA are riding the AI wave, but the data tells very different stories about how much Wall Street attention each one is getting. One is a quiet insider favorite, the other is a crowd magnet.

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What our data shows

Advanced Micro Devices logo AMD Advanced Micro Devices 🟢Bullish lean
Only 53 big professional investment funds have reported owning AMD, but the ones that do — like Berkshire Hathaway — are some of the most respected names out there, and the company is squarely focused on the hottest theme right now: AI computing power.
🐋 13F · 53AI compute
MARA Holdings, Inc. Common Stock logo MARA MARA Holdings, Inc. Common Stock Neutral
A whopping 466 professional funds have reported owning MARA — nearly nine times more than AMD — which shows massive institutional interest, though the company is still in the middle of shifting its identity from Bitcoin mining to AI, which adds some uncertainty.
🐋 13F · 466BTC mining → AI pivot

The takeaway

Neutral

If you trust that big professional funds piling in means something, MARA has nearly nine times more of them watching it — but AMD's smaller, more selective group includes some of the sharpest names in the game. It really comes down to whether you prefer a crowded room or an exclusive one.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
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Informational research, not personalized investment advice.