a day agoIntel's 28.6% Friday was the exclamation point, but the sentence was written all week: the market stopped asking how much AI can grow and started asking what it costs. Amazon's $42.4B of negative free cash flow was the receipt.
2 days agoThe framing I find most useful here: when a name like Intel falls this hard in one session, the first question is not 'is it cheap' but 'have the earnings estimates been cut yet'. Multiple compression without estimate cuts usually means the chart still has another leg down. Patience beats bravery on these.
