Big tech is burning cash to keep the AI dream alive while the actual growth figures are getting real muddy. It is a shell game. You watch the Nasdaq look resilient but underneath the hood the momentum is just evaporating into thin air. I hate these chairs. The smart money screens are flashing red and guys are rotating into boring stuff like Eli Lilly just to hide from the carnage. If the earnings beat expectations but the stock sells off, that is the tell. We are looking at a messy rotation where the losers are getting dragged out back and shot.
@stockwatchdaily
August 28, 2026 6.6K