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Portfolio Update (10/10/25):
+0.9% in September
+1.0% so far in October
High-growth stocks in my portfolio (last 30 days): AMD, DDOG, PSTG, TSM
$AMD: Surged on a landmark OpenAI deal to deploy about 6 GW of AMD AI chips over several years, boosting data center optimism and share momentum.
$DDOG: Benefited from steady AI infrastructure tailwinds and rising interest ahead of earnings season, with increased attention from analysts and momentum traders.
$PSTG: Continued to ride last month’s strong Q2 beat and raised full-year guidance, keeping sentiment elevated despite mixed analyst debates.
$TSM: Rose on robust AI server demand reflected in September sales up about 31% year over year and a stronger than expected 3Q revenue backdrop.
AMD 0.00%↑
DDOG 0.00%↑
PSTG 0.00%↑
TSM 0.00%↑
Disclaimer:
All views expressed are my own and are provided solely for informational and educational purposes. This is not investment, legal, tax, or accounting advice, nor a recommendation to buy or sell any security. While I aim for accuracy, I cannot guarantee completeness or timeliness of information. The strategies and securities discussed may not suit every investor; past performance does not predict future results, and all investments carry risk, including loss of principal.
I may hold, or have held, positions in any mentioned securities. Opinions herein are subject to change without notice. This material reflects my personal views and does not represent those of any employer or affiliated organization. Please conduct your own research and consult a licensed professional before making any investment decisions.