$AMD(AMD.US) bounced to 517 today on the number that actually matters: data center revenue of $5.8B, up 57% YoY, surpassing Intel for the first time ever. that's a decade-long crown changing hands. i'm long a small position on the EPYC plus Instinct story. the only thing keeping me from adding more is the triple-digit P/E, i want a pullback not a chase.
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