AMD: Why I Doubled My Position After DeepSeek Sell-Off

Investment Strategy - The portfolio focuses on high-risk, high-reward opportunities, primarily in the technology sector [1] - The strategy emphasizes asymmetric long-term upside potential in selected companies [1] - Top holdings include Bitcoin, Tesla, Google, Amazon, and Nvidia [1] Portfolio Composition - Bitcoin is identified as an early investment in the portfolio [1] - Major equity holdings are concentrated in leading technology companies: Tesla, Google, Amazon, and Nvidia [1] Analyst Position - The analyst maintains beneficial long positions in AMD and NVDA through various financial instruments [2] - The positions include stock ownership, options, or other derivatives [2]