I Recently Invested Over $10,000 in These Three Technology Stocks—Here’s My Reasoning.

My Top Three Tech Stock Picks for This Year

This year, I've invested close to $15,000 in three technology companies, adding them to my personal investment portfolio. Here’s a look at why these particular stocks caught my attention.

Advanced Micro Devices (AMD)

My latest purchase has been shares of Advanced Micro Devices (NASDAQ: AMD). The stock has experienced significant volatility in recent months, and I took advantage of a recent decline to add it to my holdings.

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Much of the recent buzz around AMD has centered on its new GPU collaborations with OpenAI and Meta Platforms. Both companies have committed to purchasing AMD’s GPUs at a massive scale, and AMD has granted each of them warrants representing about 10% of its outstanding shares.

While these agreements might seem costly at first glance, the warrants only vest if certain GPU delivery and share price milestones are achieved—the final target is reportedly $600 per share, roughly three times AMD’s current price. Additionally, these deals require both OpenAI and Meta to expand AMD’s ROCm software in their data centers, providing AMD a pathway to challenge Nvidia’s dominance. I view these partnerships as strong catalysts for AMD’s future growth.

What excites me most, however, is AMD’s potential in the data center CPU market. As AI agents become more prevalent, the demand for high-performance CPUs to handle complex logic and data management will surge. This could significantly alter the GPU-to-CPU ratio in AI data centers, a shift that the market hasn’t fully recognized in AMD’s valuation. For these reasons, I consider AMD a leading AI investment opportunity.

ServiceNow (NOW)

ServiceNow (NYSE: NOW) is another stock I believe has been unfairly punished amid broader concerns about AI disrupting software-as-a-service (SaaS) businesses. ServiceNow’s platform is deeply embedded in its clients’ operations and data, making it indispensable. The company has fully embraced AI and stands to benefit significantly from its integration.

The company’s generative AI product suite, Now Assist, has seen rapid adoption, reaching $600 million in annual contract value last quarter and projected to surpass $1 billion by year-end. ServiceNow is also positioning itself as a leader in AI orchestration with its new AI Control Tower platform, and its recent acquisitions of Armis and Veza are set to strengthen its security offerings in this space.

Despite the broader sell-off in SaaS stocks, ServiceNow continues to deliver revenue growth above 20% annually. In my view, the market has overreacted, and ServiceNow is more likely to emerge as an AI winner than a casualty.

Pinterest (PINS)

In my opinion, Pinterest (NYSE: PINS) is a highly undervalued company that hasn’t received enough recognition for the significant changes it has made to its platform.

Critics often point to Pinterest’s reliance on the home decor sector and its focus on large retailers, unlike Meta Platforms, which caters more to smaller advertisers. However, these challenges are cyclical rather than structural. Pinterest still managed to grow revenue by 14% last quarter. The recent pressure on its stock has pushed its forward price-to-earnings ratio down to about 11 for 2026 estimates, and below 8.5 for 2027 projections.

Pinterest has leveraged AI to transform itself into a top-tier shopping discovery platform, featuring multimodal search, virtual try-on tools, personalized recommendations, and an AI-powered shopping assistant. The company is also using AI to help advertisers better target users and increase conversion rates. Internationally, both its user base and average revenue per user (ARPU) continue to climb.

Additionally, Pinterest has the support of Elliott Investment Management, a prominent activist investor that recently invested $1 billion in convertible notes to fund an accelerated share repurchase and ongoing buyback program. Given how undervalued the stock is, this move makes a lot of sense.

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Geoffrey Seiler owns shares in Advanced Micro Devices, Meta Platforms, Pinterest, and ServiceNow. The Motley Fool also holds positions in and recommends Advanced Micro Devices, Meta Platforms, Nvidia, Pinterest, and ServiceNow. For more information, see our disclosure policy.

I Just Put More Than $10,000 Into These 3 Tech Stocks. Here's Why. was originally published by The Motley Fool.