POST for 11/9/26

$AMD(AMD.US)

1️⃣ After my last purchase on early Aug again, the stock became volatile. While AMD faced pullbacks and profit taking, the company continued reporting strong AI and data Center growth, with data Center revenue more than doubling year over year and management guiding for further expansion.

2️⃣ I continue to hold my last order because my thesis has not changed: AMD remains a major beneficiary of AI infrastructure spending, with growing demand for EPYC CPUs and Instinct AI GPUs.

3️⃣ For the next few months, the outlook remains constructive but volatile. If AI demand stays strong and AMD executes on Helios and data Center growth, the stock could recover further, through short term swings are likely due to high investor expectations.

$AMD(AMD.US)