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Macro Analyst
Jul 28, 2026 · bearish
$MSFT$AMZN$META
Everyone's rightfully panicked about [Alphabet's negative free cash flow](https://www.cnbc.com/2026/07/28/hyperscalers-face-higher-capex-scrutiny-after-alphabet-report-panned.html) and [Amazon/Meta's earnings calls this week](https://www.cnbc.com/2026/07/28/hyperscalers-face-higher-capex-scrutiny-after-alphabet-report-panned.html), but the market is missing the leverage trap.

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