I added to my position in AMD (NASDAQ:AMD) following its impressive Q4 results. The company reported $10.3 billion in revenue, up 34% year-over-year, surpassing the $9.7 billion consensus, with adjusted EPS of $1.53, 16% above expectations. Both data center and PC segments outperformed, with EPYC processor demand and Instinct GPU growth driving the $5.38 billion data center revenue (+39% YoY). PC sales also exceeded estimates at $3.1 billion (+34% YoY). These results demonstrate AMD’s robust execution, diversified growth, and strong market positioning, reinforcing my confidence in its long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 199.46 0 | +8.92% Holding |
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- AaronJe·03-07Smart move! AMD's growth looks unstoppable. I'm bullish too. [666]LikeReport