$Advanced Micro Devices(AMD)$ I added to my position in Advanced Micro Devices Inc. (AMD) after its Q4 results significantly beat expectations. Revenue jumped 34% YoY to $10.3 billion, surpassing the $9.7 billion consensus, while adjusted EPS of $1.53 exceeded estimates by 16%. Growth was broad-based: data center sales soared 39% driven by EPYC processors and Instinct GPUs, and PC-related revenue rose 34%, both outperforming projections. The strong fundamentals, robust guidance, and sustained demand across key segments reinforce AMD’s leadership in high-performance computing, making it an attractive investment for continued growth and long-term value creation.
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