I increased my position in Advanced Micro Devices (AMD) following its strong Q4 performance that exceeded market expectations. Revenue grew 34% year over year to $10.3 billion, surpassing consensus estimates, while adjusted EPS of $1.53 beat forecasts by 16%. Growth was broad-based across key segments. Data center revenue surged 39%, driven by strong demand for EPYC processors and expanding Instinct GPU shipments amid the accelerating AI infrastructure buildout. Meanwhile, the PC segment also delivered solid growth, rising 34% and beating estimates. The strong execution and demand momentum reinforce AMD’s long-term growth outlook in AI and high-performance computing
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 197.99 0 | -2.72% Holding |
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