I added to my position in Advanced Micro Devices after its strong Q4 results reinforced the company’s growth momentum. Revenue rose 34% year over year to $10.3 billion, beating expectations, while adjusted EPS of $1.53 came in well above consensus. Strength was broad-based, with data center sales surging 39% to $5.38 billion, driven by strong demand for EPYC processors and increasing Instinct GPU shipments tied to AI adoption. Meanwhile, PC-related revenue also grew 34% to $3.1 billion, exceeding forecasts. The combination of accelerating data center demand and improving PC recovery strengthens AMD’s long-term growth outlook.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 198.25 0 | +9.59% Holding |
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- catandbull·03-07Solid move! AMD's earnings momentum is impressive. [强]LikeReport
