Situational Awareness
🧠 One theme owns the open: AI infrastructure. Coming off the long weekend, the entire tape is the compute trade — semiconductors and the power/data-center names that feed them. SMH is up 2.4% pre-bell with the whole semi-equipment basket bid 5–7%.
📈 The semis fuel: AMD triple-upgrade + a capex wall. AMD drew fresh Street targets (W…
