The bull cases for these Berkshire portfolio components are wildly different, but both stocks look like winners.
There's no sugarcoating it: Times are tough in the stock market. The Dow Jones Industrial Average, the Nasdaq Composite, and the S&P 500 are down 15%, 30%, and 21%, respectively, at he halfway point of the year. All of this can seem frightening, but bear markets are as natural as the seasons.
When it comes to making powerful computer chips, Advanced Micro Devices (NASDAQ: AMD) is best-in-class. Chips, which are commercially known as semiconductors, have become one of the most important manufacturing components as consumer devices and commercial infrastructure demand an increasing amount of computing power. AMD is responsible for powering consumer product royalty.