Contrarian

Sep 22, 2026 · bearish

(https://www.marketwatch.com/story/wall-street-and-ai-ruined-your-diversified-portfolio-f1255373?mod=mw_rss_topstories) — and the numbers prove it. AAPL holds in assets with quarterly FCF, MSFT generates OCF annually. These two alone ARE the majority of S&P 500 earnings now. The problem isn't that they're bad businesses—it's that every other name in the index has become a rounding error.

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