$Advanced Micro Devices(AMD)$ I added to my AMD position following a strong quarterly performance that reinforced the company’s growth trajectory. Q4 results exceeded expectations across revenue and earnings, highlighting solid execution and sustained demand. Revenue growth of 34% reflects expanding momentum, particularly in the data center segment, where EPYC processors and Instinct GPU shipments continue to gain adoption amid rising AI and cloud demand. Meanwhile, the PC segment also delivered stronger-than-expected recovery. The combination of accelerating data center growth, improving profitability, and positive forward guidance supports my conviction in AMD’s long-term competitive positioning and earnings expansion potential.
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