I recently added to my AMD position following Bank of America’s update. While BofA lowered AMD’s price target to $260 from $300, it maintained a Buy rating, reflecting confidence in the company’s long-term growth. The firm views 2026 as a key midpoint in the AI-driven transformation of IT infrastructure, signaling significant opportunities in AI factories and large language model development. Near-term volatility is expected as markets weigh hyperscaler spending, but AMD’s strong positioning in AI-optimized chips makes it a compelling investment to capitalize on the sector’s structural growth.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 226.49 0 | -1.00% Holding |
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- Brando741319·01-03 00:28GoodLikeReport