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← @viewsofchris

$MSFT

BEARISH2026-06-18
Price around the call
↓ 2026-06-18
By horizon✗ miss+5.9%
1d
✗ +3.2%
5d
✗ +0.8%
21d
✗ +5.9%
Original post
Chris Lee · 2026-06-18

“ 超大规模数据中心运营商的资本支出预计将在2026年底前超过其现金流入。 尤其Semis这波和SpaceX上市之后, 有多个0.5-1.5T的标的, 之前M7是断层领先, 这些公司都没钱回购了,没钱回购的股票就成互助盘了, 原来是公司回购兜底, M7现在都成老登股了。” - 一位华尔街纽约朋友的意见 #Mag7 $MSFT $META $AMZN $GOOGL

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