AMD has been good to me,but it’s time to move on 🥹
Locking in some gains and de-risking a bit. I added to $SMH to keep my semiconductor exposure, and opened a new position in $RACK to get exposure to the growing AI data-centre infrastructure buildout.
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Sold
AMD@$484.58
for a +340.53% gain
↓ position by 100%
1.28→0.00%
of total portfolio
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