I’ve added to my position in AMD (NASDAQ:AMD), reflecting strong confidence in its long-term growth. The company is benefiting from AI-driven data center expansion and rising demand, with revenue growth expected to accelerate in 2027. AMD may secure a third gigawatt-scale customer, potentially Microsoft, alongside Meta Platforms and OpenAI, expanding its high-value AI footprint. Concerns over warrants or 10% equity deals for large AI contracts are unfounded, as these structures are unique and viewed as strategic long-term benefits. This positions AMD to capture market share in accelerators efficiently.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 198.24 0 | -2.70% Holding |
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- wubbix·03-12 23:04Spot on! AMD's AI push is unstoppable. [得意]LikeReport
- LEESIMON·03-13 00:18🩷GoodLikeReport