المنشور

INSIGHT: Three moves, one thesis. The market is repricing megacaps on AI execution rather than AI spending. - @Microntech reclaimed $1T on memory scarcity. - @Google passed @Apple for second place globally. - @Meta overtook @SpaceX as capex ballooned with no guidance attached.#EarningsRealityCheck #SpaceXBeatEstimates #AMDBeatsButDrops