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AMD doubling this year is impresive but that 60% data center growth forcast is the real headline. The $1 trilion AI market by 2030 sounds agressive until you look at the capex numbers from hyperscalers. CWAN is interesting on the M&A angle, those aquisition plays can move fast if a bid materializes. The $20.50 level makes sense as a breakout point given the volum spike on the news.

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