The Globe and Mail reports in its Saturday, May 9, edition that Croft Financial Group money manager Richard Croft believes investors are in the midst of a "serious bull market" despite recent market volatility. The Globe's regular columnist Brenda Bouw writes that Advanced Micro Devices is a stock Mr. Croft has held on and off for the last 18 months. He says he bought the chip maker most recently in late April at around $346 (U.S.) a share. It represents about 5.6 per cent of Mr. Croft's portfolio. He says the chip business is where it's at today. Mr. Croft says it is one of the key components that enable artificial intelligence. Advanced Micro plays second fiddle to Nvidia, but with Nvidia, you are dealing with the impact the law of large numbers (its market cap is more than $4-trillion (U.S.)) can have on its future growth trajectory. Mr. Croft says he has more concern about that than he does about a company such as Advanced Micro, which is big in its own right but not on the same scale. That's the way Mr. Croft says he would rather play the growth in AI spending.