Factory job cuts aren't a temporary blip—they're signal that capex payoff expectations are breaking down. (https://www.cnbc.com/2026/06/23/factory-job-cuts-reported-around-financial-crisis-and-covid-levels-for-june-sp-says.html), yet the market is still pricing $NVDA at 52.2% net margins and treating AI infrastructure as a foregone ROI story.

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