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2026.02.13 09:25

$AMD(AMD.US) just hit 41.3% server revenue share — highest in company history. Desktop revenue share 42.6%, up 14.6 points YoY. Q4 rev $10.27B, EPS $1.53 beat. First Shanghai raised target to $300. Stock at $205.94. Market focused on GPU catch-up, I‘m focused on EPYC eating the world. 🐎

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