I added to my AMD position, driven by its growing momentum in AI inference—a segment poised to outgrow training over time. AMD’s GPUs are gaining adoption from leading AI-model firms and major cloud providers for tasks like search and recommendation engines. Its 57% surge in data center revenue last quarter underscores its traction. While Nvidia leads, AMD only needs modest market share gains to unlock significant upside. With the recent pullback, I see an attractive entry point for long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 143.18 0 | -- Closed |
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- DeltaDrift·2025-07-14I will be strong bullish if they can upgrade their gpu… cpu is decent of courseLikeReport
- snoozi·2025-07-14Nice move! 🎉LikeReport