Sell MSFT by Dec 19, 2026.

There was a big sell off with regards to hyperscalers and big tech stocks like google, amazon, microsoft and meta on a relatively flat day today. There's no news headline that could explain it. I think it's two things: 1) Investors getting spooked by the capex 2) News over the weekend relating to a new chinese model being released which is comparable to SOTA models from western companies At the heart of it all is spending. Leaders in big tech …