Advanced Micro Devices (AMD) remains a closely watched name in the AI and semiconductor boom of 2026. With demand for AI accelerators, data center GPUs, and next‑gen PC chips still rising, investors are looking for diversified exposure to AMD’s momentum. Analysts have highlighted two ETFs with notable AMD stock exposure and strong upside potential: the AOT Growth & Innovation ETF (AOTG) and the Amplify Video Game Leaders ETF (GAMR).
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Trade NVDA with leverageBoth ETFs give investors different ways to tap into AMD’s growth, one through broad innovation, the other through gaming and graphics. Analysts say each ETF captures part of AMD’s expanding role in AI, cloud, and interactive entertainment. Let’s look at these ETFs in detail.
1. AOT Growth & Innovation ETF (AOTG)
The AOTG ETF focuses on companies leading the AI boom, cloud computing, and advanced semiconductor tech. AMD is one of its key holdings, giving investors exposure to the company’s growing presence in AI accelerators such as the MI450, data center GPUs for hyperscalers, high‑performance PC chips, and rising HBM3E memory demand.
AOTG benefits directly from AMD’s growing role in the AI infrastructure buildout. As cloud providers race to add more compute and reduce their reliance on Nvidia (NVDA), AMD’s gains in accelerators and server CPUs have become an important driver for the ETF. It is worth noting that AMD accounts for 12.25% of AOTG’s total holdings.
Overall, the ETF has $90.2 million in assets under management (AUM) and an expense ratio of 0.35%. Over the past three months, the AOTG ETF has generated a return of 15.85%.
On TipRanks, AOTG has a Strong Buy consensus rating based on 39 Buys and four Holds assigned in the last three months. At $72.64, the average AOTG ETF price target implies 22.01% upside potential.
2. Amplify Video Game Leaders ETF (GAMR)
The GAMR ETF targets companies shaping the global gaming ecosystem, from console makers to GPU suppliers to game publishers. Importantly, AMD is central to that space, powering major consoles, high‑end PC gaming GPUs, cloud‑gaming infrastructure, and VR‑ready graphics platforms.
With gaming rebounding in 2026, with support from new console refresh cycles and AI‑powered content tools, GAMR gives investors a simple thematic way to tap into AMD’s growing role across the entertainment and graphics ecosystem. AMD stock constitutes 17.16% of the ETF’s holdings.
Overall, the ETF has $37.52 million in AUM. Additionally, it has an expense ratio of 0.59%. The GAMR ETF has returned 0.2% in the past three months.
Turning to Wall Street, the ETF has a Strong Buy consensus rating. Of the 20 stocks held, 17 have Buys and three have Hold ratings. At $107.79, the average GAMR ETF price target implies a 23.9% upside potential.
