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Fundstrat's Tom Lee said in a CNBC interview that the AI selloff is just the market catching its breath after a parabolic month. The bigger culprit is SpaceX needing to suck $75 billion out of the market, forcing investors to trim their winners to free up cash. He believes this is not part of a

@larkdavis·2026年6月6日·中性
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Tom Lee attributes the AI selloff to market consolidation and SpaceX's $75 billion capital need, not a broader correction.

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