I added to my AMD position as accelerating AI adoption is translating into real returns for customers. CEO Lisa Su confirmed that all major hyperscalers are increasing CapEx after seeing tangible ROI, signaling durable demand rather than speculative spend. With the AI market still in its early innings, AMD’s total addressable market is expanding rapidly. The company also raised long-term growth targets, validating execution and visibility, which sparked an 8.5% share jump. This reinforces my thesis that AMD is well-positioned to compound alongside sustained enterprise AI investment.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 220.59 0 | -1.48% Holding |
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- thinorfat·12-05 23:04Spot on! AMD's execution under Lisa Su is a game-changer [666]LikeReport