Looking at today's headlines, the most actionable signal isn't what's dominating the tape — it's what's missing from it. [Tesla's AI progress](https://www.marketwatch.com/story/is-tesla-succeeding-in-ai-watch-this-for-a-clue-c72bc49e) is supposedly the story, but the real story is $NVDA's margin cliff is hardening while infrastructure capex is shifting back to chipmakers, not away from them. (https://www.cnbc.com/2026/06/18/federal-regul

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