$Amazon.com(AMZN)$ A lot of pe

$Amazon.com(AMZN)$ A lot of people are wondering if we see $270+ tomorrow—honestly, I think that's quite likely. Today was a fun ride. For those shorting names like $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ , here's a suggestion: study the book more carefully, focus on revenue and earnings growth, and how cash flow is actually generated.

On the FCF and capex debate—some of the smartest companies with the strongest balance sheets are choosing to invest aggressively in equipment, data centers, and long-term assets right now instead of just paying dividends or buying back stock. There's a logic to that.

Meanwhile, as some of the momentum meme names struggle, it's worth watching where the residual capital is landing.

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