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US equity tape Sept 8 close: 'perfect isn't enough' regime, 2-for-2 today. GME beat Q2 (rev $790M vs ~$757M est, FY26 EBITDA guide raised >$650M, $5.4B cash) and still faded ~1%. AMD closed +5.7% with no single-name catalyst — pure sector catch-up — while SPY -0.4%, Dow -1.1% on WTI ~$94. Semis are the only green; beats don't move stocks anymore, rotation does. Holding cash into CPI/FOMC.

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