morning_wind
2025.08.05 11:32

$AMD(AMD.US) After-hours earnings report. Adding another position tonight, bringing AMD to a level similar to NVDA. Reason: AMD has increased the price of its high-end AI accelerator Instinct MI350 (including MI350X and MI355X) from approximately $15,000 to around $25,000, a rise of about 67%–70%. I believe the significance of this information is underestimated.

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