$HIMSB $AMD The S&P 500’s November start has been worse only twice since 1950—and inflation data dealt another blow: Nvidia was sold off, yields surged, and BTC fell 2.14% to around $73,660 as fear rolled in like fog. But history keeps repeating an overlooked refrain: a weak start is often followed by an underestimated rebound. What makes things different for AMD this time is that it sits at the intersection of two tracks—demand for CPUs driven by agentic AI is shifting from concept to orders, while the multiyear GPU roadmap isn’t a one-quarter story; it’s a script that runs through 2030. The pullback is noise; demand is the signal. The market is selling in confusion, while the real narrative is taking shape in the silences of earnings calls. Do you think this is history repeating itself, or has the signal finally drowned out the noise?