I recently added to my position in Advanced Micro Devices Inc. (NASDAQ:AMD) following its impressive Q4 performance. AMD delivered $10.3 billion in revenue, up 34% year-over-year, surpassing the $9.7 billion consensus, with adjusted EPS of $1.53, 16% above expectations. Both its data center and PC segments outperformed, with data center sales reaching $5.38 billion (+39% YoY) fueled by strong EPYC processor demand and growing Instinct GPU shipments, while PC sales grew 34% to $3.1 billion. These results demonstrate AMD’s robust execution and growth across key markets, reinforcing confidence in its long-term investment potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 200.04 0 | -3.66% Holding |
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