I’ve increased my position in AMD stock, driven by the positive signals emerging from the semiconductor sector. Rosenblatt Securities highlighted that Micron Technology’s upbeat earnings outlook aligns with AMD’s ambitions in the server CPU market. Strong DRAM demand, fueled by AI growth, suggests potential supply constraints that could benefit key players like AMD. With a revitalized AI market and improving chip supply conditions, AMD is well-positioned to capture both near-term gains and long-term growth in AI infrastructure, making this an opportune moment to strengthen exposure.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 232.95 0 | -0.48% Holding |
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