@Tiger V：
$Advanced Micro Devices(AMD)$ I added to my AMD position as confidence in AI monetization is clearly improving. CEO Lisa Su highlighted that major hyperscalers are increasing CapEx because they are already seeing tangible returns from AI investments, suggesting demand is becoming more structural than speculative. She also noted the total addressable market is still expanding and that adoption remains in its early stages, making current spending “the right gamble.” The stock’s 8.5% jump after AMD raised long-term growth targets further validates management’s outlook and reinforces my conviction.