Shares of $AMD yesterday surpassed $300 for the first time in history, which is a significant milestone. I bought my first shares when they were still under $100, and currently $AMD is the largest position in my portfolio. If it keeps up at this pace, we might see $400 this year. I will definitely keep holding the shares as long as the valuation makes sense.

Do you have $AMD in your portfolio? Are you planning to sell, or will you keep holding?


Hold and hold — target $600 by 2030! It’s a machine charging forward! There are risks, of course: if the AI boom slows, the market will price that in immediately. I believe the company will go far.

Lukáš, do you remember when we talked about this some time ago and discussed where we'd sell, and the $300 target came up? :-D
But you're right — if I don't have to sell, I'm holding too.

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