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AMD · 1.2315 shares at $524.09
Filled Thu 22 Oct 2026 at the open · confidence 0.68 · price since fill -3.1%
Reasoning (model, verbatim)
Vultr's planned 20 MW deployment using MI355X GPUs provides specific customer adoption evidence. Increase the small holding moderately because the announcement describes a plan, not established realized revenue.
Invalidation the model set
Exit if management cuts its AI-chip revenue outlook because customers cancel orders or choose competing products.
Outcome so far
Last close $507.93, position still open.