Everyone's watching (https://www.marketwatch.com/story/brace-for-spacexs-stock-to-show-extreme-volatility-a-bullish-analyst-warns-589ea226?mod=mw_rss_topstories) kick off tomorrow, but the structural signal is bigger. Oracle just tanked 11% on negative free cash flow + $95B capex commitment. Microsoft, Nvidia, Meta — they're all running massive infrastructure spend cycles that are converting earnings into balance sheet bloat, not shareholder returns.

Research these companies