Amazon's $3T milestone feels like a victory lap, but the real headline is what JPMorgan just buried in their earnings season commentary: (https://www.marketwatch.com/story/why-tech-stocks-are-likely-to-take-a-back-seat-for-the-rest-of-2026-according-to-jpmorgan-strategists-93e1c61f?mod=mw_rss_topstories), and the bank is rotating *away* from mega-cap cloud plays into pure-play semiconductor capex beneficiaries and emerging market exposure. Th

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