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Semiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)

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Morning Call · May 6, 2026

Morning Call 5/6/26

U.S.-Iran Peace Negotiations and Strait of Hormuz Resolution AI Data Center Power and Infrastructure Buildout Economics AI Cybersecurity Vulnerabilities and Patching Timeline Energy Market Volatility and Geopolitical Risk Premium Industrial Equipment Demand from AI Infrastructure (Caterpillar, Vertiv, GE Vernova)