Markets closed with the Dow at a record high above 52,000, driven by enthusiasm around AI and semiconductor stocks, a pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices. The article examines three stocks from a technology screener positively exposed to these trends. Advanced Micro Devices (AMD), with a market cap of US$879.4b, generates most of its revenue from Data Center at US$18.7b, followed by Client at US$11.2b, Gaming at US$4.0b, and Embedded at US$3.5b. AMD sits at the intersection of AI and high-end semiconductors for data centers, with products like EPYC server CPUs and Instinct GPUs tied to cloud spending, though it faces competitive pressure from Nvidia, Intel, and custom chips, along with export controls and high funding risk. MACOM Technology Solutions Holdings (MTSI), with a market cap of US$28.4b, generates about US$1.1b in revenue from designing analog semiconductor components for 5G base stations, data centers, satellite links, radar systems, and high-speed optical networks.