I made an additional investment in AMD stock, driven by growing confidence in the company’s AI-driven growth trajectory. CEO Lisa Su highlighted that major hyperscalers are increasing their CapEx as they begin to see tangible returns from AI investments, signaling that the market for AI-related hardware is expanding rapidly. Despite significant spending in the sector, the total addressable market remains in its early stages, making current investments less risky. AMD’s recent 8.5% share jump following an upgrade in long-term growth targets further reinforces the company’s strong positioning in the AI boom.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 220.99 0 | -1.25% Holding |
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