Pondering how crazy it is to sell CC into next week - it seems the sentiment, especially on mag7, is ultra capex fear. For instance, with all AMZN is going through there is no way it will rally after the call.
They missed the Leo launch. Blue Origin is in trouble. The senate probe is launched into China sellers market manipulation. And (this is my hunch) likely capex increase (because AI race is still on).
I was researching this back and forth, drilling different AIs and benchmarks, my hypothesis everything will follow Google, but more i research less certain i get.
I know nobody knows, would be grateful for any thoughts.