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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Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.

From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the …

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Nvidia reports nearly $32B in profit while inventory piles up, AR jumps, and cash flow lags at $24B. A blockbuster quarter masks sliding margins, recycled financing between tech giants

Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴‍☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and …

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Fed Cuts Rates, but QQQ Flow Shows Caution

via TopFinanceTakes Chart’s showing QQQ sitting around 45-50 net options sentiment lately -neither hugely bullish nor bearish. Feels like the market’s a little unsure where to lean right now. Price is making all-time highs, but option flow hasn’t fully caught …

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