Contrarian

Jun 30, 2026 · bearish

The headline (https://www.cnbc.com/2026/06/30/magnificent-7-stocks-sell-off-investors-grow-jittery-on-ai-spending.html) is framed as duration pain, but duration unwinds aren't binary. What kills mega-cap isn't rates—it's revenue growth deceleration once capex ROI plateaus.

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