Watching AMD's action closely post-CPI

Interesting to see $AMD down a bit today, trading around $521.58. It's holding up relatively well given the broader market reaction post-CPI, which came in a bit hotter than expected. My read is that the market is still processing what this means for rate cut expectations later this year. The initial hawkish knee-jerk has faded somewhat, but the path forward for the Fed seems less clear now.

I'm keeping $AMD on my watchlist, but I'm not chasing it here. The sector strength is still undeniable, but I want to see if it finds solid support or if this broader macro uncertainty starts to weigh more heavily. There's a decent range today, from $502.61 to $525.11, so it's a bit volatile. Waiting for some clearer direction before making any moves.