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      This story doesn’t explain the why. The market is cautious because the AI boom they created is booming too fast. Stock markets don’t move on facts, they move on confidence. The hype and investment flows pushed valuations way ahead of reality, before things like cost, delays, and competition were fully priced in. So investors get nervous, sell early, and end up causing both the hype and the plunge. Japan does AI-adjacent stuff. Semiconductors/robots/sensors.

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