I added to my AMD position following a strong quarterly performance that reinforced my long-term conviction. The company delivered Q4 results well above expectations, with revenue reaching $10.3 billion and adjusted EPS significantly beating consensus estimates, highlighting improving profitability and execution. Growth was broad-based, led by a powerful 39% surge in data center revenue driven by strong EPYC processor demand and accelerating Instinct GPU shipments, reflecting ongoing AI momentum. Meanwhile, PC segment recovery also exceeded forecasts. These results signal strengthening market share, solid demand trends, and continued upside potential as AMD benefits from expanding AI and enterprise computing adoption.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 200.97 0 | -0.58% Holding |
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- AuntieAaA·01:27GoodLikeReport