I've been watching AMD for a while, and today it finally hit what I think is a real inflection point.
All-time high at $279.34, up 7.8%, and now 12 straight days of gains. That's not a fluke — that's a thesis playing out.
The data center segment is becoming a true compounding machine. 41% server value share in Q4 2025. Revenue growing 34% year-over-year.
Earnings are May 5. I'm holding and paying close attention. In my opinion, the long-term story here is just getting started.
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