After a ~7.5% gain in yesterdays session, $AMD is now down about ~6% today in risk-off trading amid Iran rejection of a U.S. ceasefire proposal.
Wednesday rally was tied to CPU hike reports of 10–15% for AMD and $INTC, with lead times stretching to 8–12 weeks.
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Streams focused on $AMD AI supply thesis vs Iran-driven risk-off as BlackRock also downgraded U.S. equities to neutral on an energy-led macro disconnect.

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