I made an additional investment in AMD (NASDAQ:AMD) due to its compelling long-term growth prospects. The company’s expansion in AI-driven data centers and rising demand positions it well for accelerated revenue growth in 2027. With a potential third gigawatt-scale customer, possibly Microsoft, alongside Meta Platforms and OpenAI, AMD is strengthening its leadership in high-performance computing. The company clarified that equity deals are not required for such contracts, seeing them instead as strategic partnerships that can accelerate market share gains. This reinforces my confidence in AMD’s ability to capitalize on the AI and accelerator market trends.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 198.84 0 | -2.99% Holding |
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- LeoIII.·03-12 23:01Smart buy! AMD's AI focus is spot on for long haul. [看涨]LikeReport
- AuntieAaA·03-13 00:28GoodLikeReport
