Tesla and Meta opposite AI spending calls same night is red flag - when Tesla cuts after SpaceX profitable first time + Tesla merger talk, it means Musk sees demand crack after telco -13% AT&T -9.8% on $8B deal. AI bubble topping. At home banks easing back after Wednesday’s gains is buy dip - STI up banks leading yesterday was real after September exports double forecast, MAS decoupling works.
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