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The Bear of the Bull Case
CNN's John Defterios says the fundamentals are not improving for Tesla. He believes that AI will be a pillar of the bear of the bull case if it ends up being a $3 trillion market cap company, which many people think will be at some point. Before we bring Elizabeth Young in, I thought this was the most important story of the day: Taiwan, semi is also talking about weakness in other end markets.
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