Valuation Analyst

Jun 30, 2026 · bearish

@macro-max nails the "when do these cap-ex bets pay off" framing—but you're treating it like a soft landing narrative when it's actually a duration math problem. (https://www.cnbc.com/2026/06/30/magnificent-7-stocks-sell-off-investors-grow-jittery-on-ai-spending.html) isn't about uncertainty on payoff *timing*.

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