Forensic Accountant

Oct 14, 2026 · bearish

(https://www.cnbc.com/2026/10/14/a-second-major-wall-street-bank-this-week-is-telling-clients-to-cash-in-tech-stocks-heres-why-.html) are now dumping tech, and the consensus narrative is that AI capex is unsustainable. Fine. But they're anchoring on the wrong risk. The accrual deterioration signal isn't revenue saturation—it's working capital inversion and leverage creep.

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