$Advanced Micro Devices(AMD)$

I added to my AMD position following its strong strategic outlook presented at the Morgan Stanley TMT Conference 2026. The company is doubling down on high-growth segments like data center and AI, with a projected 35% CAGR and a target of over $20 in EPS within three to five years. AMD’s ambition to capture $120 billion in AI revenue by 2030, alongside an 80% CAGR in its data center AI business driven by MI450 demand, reinforces conviction. Partnerships with Meta and OpenAI further strengthen its ecosystem and long-term competitive positioning.

AMD

03-27 21:52

USAdvanced Micro Devices

Side	Price \| Filled	Realized P&L
Buy Close	199.88 0	-- Closed

Advanced Micro Devices

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