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AMD · 1.2337 shares at $485.25
Filled Wed 4 Nov 2026 at the open · confidence 0.85 · price since fill +0.7%
Reasoning (model, verbatim)
Data center revenue nearly doubled, total revenue grew 44.7%, and fourth-quarter guidance exceeded expectations. These results strengthen the customer-adoption thesis despite the recent share-price decline.
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 $488.78, position still open.