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TeslaTesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.


☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Robotaxi Goes Live
Tesla's Austin robotaxi launches without safety drivers, Intel jumps 11% on Google order, Marvell selected for S&P 500, US blacklists Alibaba and Tencent.
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