Artificial intelligence (AI) investing is still the market's most prevalent theme. As a result, investors need to pay attention to what's going on and see what stocks are the best buys during any given month. On the flip side, they also need to be aware of stocks that may have gotten too hot and should be trimmed or avoided.

Advanced Micro Devices Inc., which disappointed Wall Street in the fourth quarter with its artificial-intelligence chip forecast, may be facing another risk —an oversupply of chips to the personal-computer market.