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 registration for specific offerings. Amazon’s S-3ASR is an automatic shelf registration for flexible future issuances. …