I made an additional investment in AMD stock, capitalizing on its long-term growth potential despite near-term volatility. Bank of America recently lowered AMD’s price target to $260 from $300 but maintained a Buy rating, highlighting the firm’s confidence in the company. The 2026 horizon marks a pivotal stage in the decade-long transition toward AI-optimized IT infrastructure. While hyperscaler spending and AI returns may cause short-term fluctuations, AMD stands to benefit from the expansion of AI factories and LLM development, reinforcing its strategic position in the semiconductor sector.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 227.08 0 | -1.25% Holding |
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- twixzy·01-02 23:32Spot on with AMD! AI push looks massive, mate. [看涨]LikeReport
- Brando741319·01-03 00:28GoodLikeReport
