@drjstrategy · Long GOOGG

Call · @drjstrategy · #36 on the leaderboard

@drjstrategy

@drjstrategy · Sun, Jul 26

CapEx Misread The Mag7 remain in the middle of a historic capital spending cycle, but that growth will not continue indefinitely. By late 2027, CapEx growth should slow dramatically, forcing some culling in the crowded bottleneck trade while the real value remains concentrated

54d agoview on X ↗media on X

tweeted Sun, Jul 26 · counted from Mon, Jul 27 close

Read as

Long GOOGG · High confidence

Confidence

High0.91

Counted from

Mon, Jul 27 · market close

Rank since this call

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Sep 11

—

Sep 13

#18

Sep 14

#28

Sep 15

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Sep 16

#36

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.