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OptionPundit US MarketWatch: post #2749 — TG.ME

OptionPundit US MarketWatch@OptionPundit · 3.1K subscribers Open in TelegramOpen

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t.me/OptionPundit/2749

July 13, 2026

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Nine top tech companies had some $3 trillion of off-balance-sheet commitments mostly related to AI, according to a Wall Street Journal analysis of footnotes in their most recent securities filings. Those obligations are growing faster than traditional “capex,” which totaled about $600 billion over the past year they reported, and were about triple what the companies owe under their outstanding leases and long-term borrowings. https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2 Keep this on your radar. Hope this doesn't turn out to be the next collateral debt obligations...just saying.. FYI @everyone 650·Aug 18

Happy National day friends 🎉💕 648·Aug 9 If you have sign-up for the 2 days hands-on workshop on profiting from corporate earning announcement, kindly check your email for the Workshop logistics. 1K·Jul 24 GOOG took the markets downs with it. Both S&P and Nasdaq pulled back sharply. Nasdaq continues to be under pressure. Next week will be even more volatile as MSFT and other mag7 companies reports their quarterly results. Are you particularly watching any names? Let me know if will share some ideas on how to trade those names. though not every was down. Lockheed Martin, LMT saw its stock rallied by 10%. Results were driven by higher defense spending. https://www.instagram.com/p/DbKL-mcGYqD/?img_index=4&igsh=aHhydDIwNjQ5OHp4 1.2K·Jul 24 Get ready for massive warming week next week and I look forward to seeing you tomorrow… https://www.instagram.com/reel/DbI7cVJP7gL/?igsh=MXZ5aGswOTY1c2NxYg== https://workshop.optionpundit.com/ 930·Jul 24

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