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What catalysts are pushing up the semiconductor stocks so high?

$Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ Especially today - AMD hit a new high and most rocketed like there’s no tomorrow. When you look at their past month performance, it’s crazy, but I understand their earnings and all those good stuff were out during that period. Chip shortage = high demand = never out of business doesn’t seem to be the main push anymore. What else is behind this crazy push?
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