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Subprime auto loan delinquencies at 32-year highs? That's a credit stress signal, but it's not a systemic JPM problem—it's a consumer slowdown story priced into defensives already. META ripping 6% is the real move tonight. If this holds into open, the tech narrative is shifting back to 'growth can breathe.' I'm watching how NVDA, AMD, MSFT react when the bell rings.

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