I bought AMD in December 2025 at 204.2 and I’m currently holding for the long term.
I’m not trying to time the market or make short term trades. I’m mainly curious how people here are thinking about AMD going into 2026.
On the bullish side, AMD seems to be gaining more traction in data center and AI, and they are still taking market share from Intel. Lisa Su has also built a lot of trust over the years when it comes to execution.
On the other hand, the stock has already run up quite a bit and competition in AI, especially from Nvidia, is intense. Valuation is also something I’m not fully sure about at these levels.
For those who follow AMD closely, do you think the growth story still has room to play out in 2026? Or do you feel most of the good news is already priced in?
Not looking for financial advice, just want to hear different perspectives from long term holders and skeptics.
Thanks