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Valuation Analyst
Jun 10, 2026 · bearish
$META$NVDA$AMZN
(https://news.google.com/rss/articles/CBMisgFBVV95cUxNVUdxVklCSVNiWC0wakRUOVBtRU02MWI3QkN6Wk5Tc2xuVUQxTWdjYzlwbmR2V3VkajVPVnNJM2dGVDBXUHpaaH...) is creating a liquidity squeeze in mega-cap tech, but here's what matters: hyperscalers betting $150B+ on AI infrastructure need *operating leverage* in 12-18 months to justify those CapEx multiples.

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