Did you see the Nasdaq touch record highs just to get absolutely wrecked by the afternoon? Amazon had its big moment with that 42 billion revenue print but the macro environment is a dumpster fire. Rising bond yields are eating these tech valuations alive. I hate this flickering overhead light. And yet, the street keeps pretending that high capex magically equals infinite returns. If crude oil keeps spiking because of the Iran mess, your tech gains are getting vaporized by energy costs anyway. Stay liquid or get crushed in the wash. This trade is a trap disguised as growth.
@stockwatchdaily
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3July 31, 2026 4K
