$Advanced Micro Devices(AMD)$

I added to my AMD position based on improving industry fundamentals and AI-driven tailwinds. On December 22, Rosenblatt Securities highlighted that Micron’s upbeat outlook aligns well with AMD’s ambitions in the server CPU market. Micron’s earnings commentary signals a revitalized AI demand environment and a healthier chip supply chain. Crucially, DRAM was emphasized as a core component of AI systems, with limited supply likely leading to shortages. This dynamic supports higher pricing power and demand across the AI ecosystem, positioning AMD to benefit as enterprise and data center investments accelerate.

AMD

01-16 22:39

USAdvanced Micro Devices

Side	Price \| Filled	Realized P&L
Buy Open	231.07 0	+0.22% Holding

Advanced Micro Devices

Trade Feed: Who is your favorite trader?

Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the "hidden gem traders" that you've discovered!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":522400351167560,"tweetId":"522400351167560","gmtCreate":1768574379727,"gmtModify":1768588130380,"author":{"id":4092890920697680,"idStr":"4092890920697680","authorId":4092890920697680,"authorIdStr":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","vip":2,"userType":2,"introduction":"Experienced Bank Audit Specialist, ACCA qualified, with 20+ years in stock, options, & futures","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.16","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":9012,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":6766,"starInvestorOrderShareNum":3946,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-53.75,"showRor":true,"investmentPhilosophy":"Focus on diversify LT growth thru strategic allocation across asset class & rigorous risk management","winRationPercentage":72.697725,"tradeVolumeEst":0},"themes":[{"themeId":"4e1ab37448a24dd39b7882426fc6fd27","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Trade Feed: Who is your favorite trader?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4e1ab37448a24dd39b7882426fc6fd27}&rnconfig={\"headerBarHidden\": true}","description":"Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the \"hidden gem traders\" that you've discovered!","image":"https://community-static.tradeup.com/news/e496e574dd744490c7b4f7959f83f5a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><p>I added to my AMD position based on improving industry fundamentals and AI-driven tailwinds. On December 22, Rosenblatt Securities highlighted that Micron’s upbeat outlook aligns well with AMD’s ambitions in the server CPU market. Micron’s earnings commentary signals a revitalized AI demand environment and a healthier chip supply chain. Crucially, DRAM was emphasized as a core component of AI systems, with limited supply likely leading to shortages. This dynamic supports higher pricing power and demand across the AI ecosystem, positioning AMD to benefit as enterprise and data center investments accelerate.</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><p>I added to my AMD position based on improving industry fundamentals and AI-driven tailwinds. On December 22, Rosenblatt Securities highlighted that Micron’s upbeat outlook aligns well with AMD’s ambitions in the server CPU market. Micron’s earnings commentary signals a revitalized AI demand environment and a healthier chip supply chain. Crucially, DRAM was emphasized as a core component of AI systems, with limited supply likely leading to shortages. This dynamic supports higher pricing power and demand across the AI ecosystem, positioning AMD to benefit as enterprise and data center investments accelerate.</p></body></html>","text":"$Advanced Micro Devices(AMD)$ I added to my AMD position based on improving industry fundamentals and AI-driven tailwinds. On December 22, Rosenblatt Securities highlighted that Micron’s upbeat outlook aligns well with AMD’s ambitions in the server CPU market. Micron’s earnings commentary signals a revitalized AI demand environment and a healthier chip supply chain. Crucially, DRAM was emphasized as a core component of AI systems, with limited supply likely leading to shortages. This dynamic supports higher pricing power and demand across the AI ecosystem, positioning AMD to benefit as enterprise and data center investments accelerate.","highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":10,"favoriteSize":0,"link":"https://ttm.financial/post/522400351167560","repostId":0,"isVote":1,"tweetType":1,"viewCount":426,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GFS","AMD","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"4092890920697680","orderId":"41900464603136000","kind":"TRADE","symbol":"AMD","secType":"STK","symbolHtmlTag":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>","symbolHtmlTagHref":"https://ttm.financial/S/AMD","symbolName":"Advanced Micro Devices","market":"US","action":"BUY","currency":"USD","symbolLogo":"https://static.tigerbbs.com/5a78cfff30ef145a6449c5b39ec70e60","showFilledQuantity":true,"nameCN":"Advanced Micro Devices","orderType":"MKT","filledQuantityFinal":0.00432,"avgFillPrice":231.07,"createTime":1768574375,"filledQuantity":"432","filledQuantityScale":"5","openFlag":true,"side":"DEBIT","contractMajorDescription":"Advanced Micro Devices","contractExtraDescription":"AMD","legs":[],"completedFlag":false,"orderPnl":{"openRealizedPnlPercent":0,"openUnrealizedPnlPercent":0.0022},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":524,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522400351167560"}