I added to my AMD position following a strong quarterly performance that reinforced the company’s growth momentum. Q4 results exceeded expectations across both revenue and profitability, with sales reaching $10.3 billion and adjusted EPS significantly beating consensus forecasts. Strength was broad-based, led by robust data center demand driven by EPYC processors and accelerating Instinct GPU adoption, highlighting AMD’s growing role in AI and high-performance computing. Meanwhile, the PC segment also surprised on the upside, signaling improving end-market conditions. The combination of execution strength and expanding AI exposure supports my long-term conviction in AMD’s earnings growth trajectory.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 200.76 0 | -0.72% Holding |
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