$Advanced Micro Devices(AMD)$

I added to my AMD position following its strong showing at the Morgan Stanley TMT Conference 2026. Management reaffirmed a compelling growth outlook, targeting ~35% CAGR and over $20 EPS within three to five years, underpinned by aggressive expansion in data center and AI. AMD’s ambition to capture $120 billion from a $1 trillion AI market by 2030 highlights significant upside. The data center AI segment alone is expected to exceed 80% CAGR, driven by products like MI450. Strategic partnerships with Meta and OpenAI further strengthen AMD’s competitive positioning and long-term growth visibility.

AMD

03-25 22:26

USAdvanced Micro Devices

Side	Price \| Filled	Realized P&L
Buy Close	219.17 0	-- Closed

Advanced Micro Devices

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Comments

popzi
03-25 22:59
popzi
Mate, AMD's growth is bloody unreal! Spot on buying in. [强]
YueShan
03-26 00:54
YueShan
Good ⭐⭐⭐

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