CAPEX investements “competition” will now be replaced with who of MAG7 borrowed more. BofA: only Microsoft generating cash flow in excess of capex in FY26. Someone is buying $17M+ worth of $QQQ puts for 3/6

CAPEX investements "competition" will now be replaced with who of MAG7 borrowed more. — Alex_Swiss_Investor (@Alex70848763197) February 9, 2026 Per Grok: These SEC filings allow companies to prepare for issuing securities like stocks or bonds. Google’s 424B5 prospectus supplements a …

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Top 10 S&P stocks now pricier than dot-com peak, forward P/E hits 30 while rest of index lags at 20. BofA triggers triple sell signal across global markets. Cash levels, breadth, and flows all flash red on Hartnett model

SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 …

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SELL SIGNAL TRIGGERED: Global investors’ cash levels drop to 3.9%, warns BofA; Bulls are defending the Trump gap at all costs, because once it’s filled then this election rally becomes a bull trap.

‼️SELL SIGNAL FOR STOCKS TRIGGERED‼️ Cash levels* in global investors portfolios fell to 3.9%, triggering a “sell signal”, according to BofA. This is one of the lowest readings in history. It suggests lower returns ahead. *Survey of 171 fund managers …

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