I added to my position in Advanced Micro Devices Inc. (NASDAQ:AMD), driven by strong confidence in its long-term growth. The company’s AI-driven data center expansion and rising demand position it well for accelerated revenue growth in 2027. AMD may secure a third gigawatt-scale customer, potentially Microsoft, alongside Meta and OpenAI, which could significantly boost market share. Importantly, the company clarified that equity deals are unique to major AI model developers and can accelerate growth, reinforcing AMD’s strategic advantage in the AI accelerator market.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 198.63 0 | -2.89% Holding |
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- BillyWilliams·03-12 22:58Smart play! AMD's AI momentum is unstoppable. [强]LikeReport
- LEESIMON·03-13 00:20🩷GoodLikeReport