AMDimprovinghightransition 2026-05-07price confirming narrative
AMD: Narrative confirmed — price now validating the thesis
early follow-through→price confirming narrative· 3d in prior
After 3d in EARLY, price crossed the confirmation threshold. The narrative is now being paid: AI GPU competition narrative vs NVDA
watchMonitor for a 3-day hold. Transitions that revert within 2d carry no historical edge.
historyHistorical PLN→PCN: +2.15pp avg, n=16