pfft... (a bit long, sorry)

🍺 Poured a cold lager today and spent hours digging through the charts, trying to make sense of these brutal drops across the board (especially google's historic slide).

picked 4 random tech stocks everyone’s arguing about on X today to see what’s actually going on:

- Alphabet (Google): ad revenue growth is slowing down hard. why? because people are shifting away from traditional search where they click banner ads and moving straight to AI tools instead. meanwhile, capex spiked to a record $51.4B, pushing free cash flow straight into negative territory at -$9.1B for the quarter.

- CoreWeave: drowning in debt from the AI infrastructure race. they piled everything into chips, and now investors are seriously questioning when (or if) it pays off.

- Intel: their chips are becoming obsolete. major clients are ditching them for TSMC for AI workloads. sales are cratering and forward guidance is getting ugly.

- SanDisk: up over 850% this year alone, so a pullback was inevitable.…