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Birdie_OKX
Birdie_OKX
The S&P 500's 2.35% rebound on Nov. 9 was broad enough to ease immediate valuation fears, but the 6.85% jump in semiconductors alongside Nvidia's decline shows investors are still separating the AI theme into winners and spending risks. With officials flagging construction overheating, data-center capex may remain a macro question, not simply a growth story. #SP500StrongRebound

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