I added to my AMD position following recent analyst guidance from Bank of America. Despite lowering the price target from $300 to $260, BofA maintained a Buy rating, highlighting the long-term growth potential in AI-driven infrastructure. They view 2026 as the midpoint of a decade-long transition toward AI-optimized IT systems, supported by hyperscaler investments and the development of large language models. While near-term volatility may arise from market scrutiny of AI returns, the firm expects AMD to benefit from expanding AI factories and increasing demand for high-performance computing. This reinforces my confidence in AMD’s strategic positioning.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 222.14 0 | +0.94% Holding |
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- Brando741319·00:28GoodLikeReport