$Advanced Micro Devices(AMD)$

I increased my position in AMD following its compelling outlook shared at the Morgan Stanley TMT Conference 2026. Management highlighted strong momentum in both data center and AI, supported by key partnerships with Meta and OpenAI. AMD is targeting a 35% CAGR over the next 3–5 years, with EPS to exceed $20, alongside a bold ambition to capture $120 billion in AI revenue by 2030. With its data center AI segment projected to grow above 80% CAGR, driven by products like MI450, AMD remains well-positioned to capitalize on the expanding AI ecosystem.

AMD

03-27 21:51

USAdvanced Micro Devices

Side	Price \| Filled	Realized P&L
Buy Close	200.16 0	-- Closed

Advanced Micro Devices

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