The Story
News Summary
- White Falcon Capital's Q2 2026 letter details its AMD success from $80 to $552/share, but reveals it sold ~75% of the position due to stretched valuations amid AI-driven optimism, despite strong fundamentals.
Explore AMD price history & advisor snapshot
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Stored market data
AMD price history
516.13
+140.00% over the displayed period
Advisor Snapshot
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