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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a commentary on the deal between OpenAI and AMD (AMD) and what that could mean for the broader AI space (page 1).  We then preview this week’s earnings (page 2) before switching over to some principal component analysis (page 3). We wrap up tonight’s note with a check-in on Bitcoin’s breakout (page 4).

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