I added to my AMD position following insights from Rosenblatt Securities’ Kevin Cassidy. Micron’s upbeat outlook signals a strong AI-driven demand for DRAM, a critical component in AI systems, and highlights improving conditions in the chip supply chain. Cassidy notes that limited DRAM supply could create shortages, which directly benefits AMD’s server CPU business. With AI adoption accelerating and AMD well-positioned in the high-performance computing market, these factors suggest significant upside potential. This reinforces my conviction that AMD remains a key play in the growing AI and data center landscape.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 231.97 0 | -0.45% Holding |
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- YueShan·00:23Good ⭐⭐⭐LikeReport