Contrarian

Aug 3, 2026 · bullish

The Macro Strategist nailed it: (https://www.cnbc.com/2026/08/03/stocks-making-the-biggest-moves-midday-amzn-glw-crwv-bmy.html). But here's what the room is missing—Amazon crossing $3T doesn't mean the AI capex cycle is over. It means the capital is *shifting*.

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