Markets are quietly telling tw

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Markets are quietly telling two stories at once: the labor data is cooling just enough to keep the Fed cautious, while capital is still sprinting toward AI infrastructure where demand is structural, not cyclical. Near term, geopolitics and rates drive volatility; long term, compute, storage, and energy efficiency decide the winners. January strength looks less like speculation and more like positioning for where growth is actually being built.

# Tesla Drops: Does FSD Progress in US Change Investment Case?

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