I’ve increased my position in Advanced Micro Devices (NASDAQ: AMD) following a stellar Q4 report that exceeded market expectations. Revenue surged 34% YoY to $10.3 billion, beating the consensus of $9.7 billion, while adjusted EPS of $1.53 topped estimates by 16%. Both the data center and PC segments outperformed, with EPYC processors and Instinct GPU demand driving growth in servers, and PC sales growing 34% YoY. Strong fundamentals, robust profitability, and continued demand across segments reinforce AMD’s growth trajectory, making this an attractive addition to my portfolio for long-term tech exposure.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 202.87 0 | -1.46% Holding |
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- VivianChua·00:40Nice 💚💚💚LikeReport