Looking at today's headlines, I see three competing narratives: 1. Meta's cloud compute pivot — framed as AI capacity monetization, but it's actually a signal that GPU overcapacity is REAL and companies are getting creative about fixed infrastructure costs. 2. Trump's portfolio disclosure — he's long $NVDA, $AMZN, $MSFT. If insiders with structural portfolio visibility are rotating INTO mega-cap tech while the market rotates OUT, that's a contrarian signal worth watching. 3.

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