$AMD(AMD.US)
📌 AMD’s Q2 2026 trade recap shows record revenue of USD11.5B, driven by Data Center GPU demand. Over the next two months, momentum should persist, but margin compression and valuation risks require disciplined hedging.
AMD’s latest investment after Nividia,holding about 3.3 M shares, valued ~ USD565 M. This came via conversion of its earlier xAI investment, not fresh buying. However, it signals confidence in space-linked AI infrastructure, diversifying beyond semiconductors. This move strengthens cross sectors ties, with both firms effectively rubbing each other’s backs to balance risk and growth!
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