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

⚡ TradesZ research ·Updated July 4, 2026 ·~2 min read ·Grounded in SEC data

Both AMD and Shopify are riding the AI wave, so they share a theme — but when you look at who's actually betting on them with real money, the stories are pretty different.

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What our data shows

Advanced Micro Devices logo AMD Advanced Micro Devices 🟢Bullish lean
A whopping 53 big investment funds — including household names like Berkshire Hathaway — have reported owning AMD, which is a strong sign that the smart money is paying close attention.
🐋 13F · 53AI compute
Shopify Inc. Class A subordinate voting shares logo SHOP Shopify Inc. Class A subordinate voting shares ⚪Neutral
Shopify shows up in 24 fund filings, which means real investors do own it, but it has about half the institutional backing that AMD does based on our data.
🐋 13F · 24AI compute

The takeaway

⚪Neutral

AMD has a much bigger crowd of serious, well-known investors backing it, which our data sees as a stronger signal of confidence — Shopify has interest too, but noticeably less of it.

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.
Sources → Smart-money hub
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Informational research, not personalized investment advice.