I increased my position in Advanced Micro Devices Inc. (NASDAQ:AMD) following its impressive Q4 performance. The company reported $10.3 billion in revenue, up 34% YoY, surpassing the $9.7 billion consensus, with adjusted EPS of $1.53, 16% above expectations. Both data center and PC segments delivered strong results, with data center sales rising 39% to $5.38 billion, fueled by robust EPYC processor demand and growing Instinct GPU shipments. PC sales also exceeded forecasts, highlighting broad-based growth. These results underscore AMD’s competitive position, operational execution, and long-term growth potential, reinforcing confidence in the investment.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 199.96 0 | -3.68% Holding |
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