I increased my position in AMD based on Citi analyst Christopher Danely's optimistic outlook for the semiconductor sector. Despite recent declines, the industry is expected to stabilize, with global semiconductor sales projected to grow 9% year-over-year in 2025. The anticipated recovery in industrial and automotive markets further supports AMD’s long-term growth potential.
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 143.86 | -3.07% Holding |
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- cheerio·11-14That’s a solid move! AMD has great potential with the semiconductor recovery on the horizon.1Report
- KSR·11-14👍1Report