$TSLA — AI Megadeal Forces a New Infrastructure Debate — Optics, Chips and Winners; Tesla’s Europe Slump Adds a Contrarian Note

$AMD $NVDA $TSLA $MSFT $META — Meta’s reported multi‑year GPU commitments (up to 6 GW of AMD Instinct plus millions of NVIDIA GPUs) set today’s market theme — a rally in AI, networking and cloud names — but also exposed a critical infrastructure bottleneck in optical interconnects. Elsewhere, Microsoft enterprise wins and routine 8‑K filings sit alongside consumer weakness in Tesla Europe and a modest Home Depot dividend raise, creating a split market that rewards select growth and infrastructure exposures while penalizing demand‑sensitive cyclicals.