$Advanced Micro Devices(AMD)$

I’ve added to my AMD position following HSBC’s bullish upgrade from Hold to Buy, with the price target doubling from $100 to $200. HSBC sees AMD’s AI GPU pipeline—especially the MI350 series—commanding higher-than-expected pricing, catching up fast to Nvidia’s Blackwell. Their revised FY2026 AI revenue forecast of $15.1B is 57% above consensus, signaling potential upside. The anticipation around the upcoming MI400 rack architecture further strengthens the long-term thesis. AMD’s positioning in the AI acceleration space is becoming too compelling to ignore.

AMD

07-15 21:56

USAdvanced Micro Devices

Side	Price \| Filled	Realized P&L
Buy Open	157.45 0	-- Closed

Advanced Micro Devices

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