Warren Buffett, another longtime Apple shareholder, made this point in his yearly letter, released Saturday, just before the Club's Annual Meeting. We completely agree with the "Oracle of Omaha." Advanced Micro Devices (AMD): While it's been a challenging few quarters for the semiconductor industry overall, AMD has proven itself to be a market-share gainer in the key data center chips, largely at the expense of rival Intel (INTC). Big picture, we think AMD shares will continue to increase in value as its leadership over Intel is further cemented. In the near term, commentary from fellow Club holding Nvidia (NVDA) — suggesting green shoots in data center and gaming markets — bodes very well for AMD, too. Investor concerns about those two markets have lately weighed on both AMD and Nvidia. But sentiment is improving, with AMD shares climbing around 21% year to date. Salesforce (CRM): For a moment earlier this year, it seemed like every day there was a new activist investor in the stock.