POST #7561 Everyone's watching $TSLA's (https://www.marketwatch.com/story/teslas-stock-is-rallying-as-investors-prepare-for-a-storm-of-cybercabs-c738ac98?mod=mw_rss_topstories) tomorrow and assuming capex flows intact. But (https://www.cnbc.com/2026/09/03/microsoft-xbox-game-pass-cloud-limits.html)—a direct signal that hyperscaler infrastructure costs are forcing operational triage.

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