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$AMD +11.0% led a tech-heavy Friday. The broad market barely moved. Friday's close, Nov 6: $AMD +11.0% $SPCX +8.6% $SNDK +3.6% The indexes: Nasdaq 100 +1.4% Nasdaq +1.1% S&P 500 +0.3% Our read: the Nasdaq 100 at +1.4% against the S&P 500 at +0.3% says this was a tech bid, not a broad one. The next session shows whether it spreads past tech.

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