2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $MSFT - $120B vs $100B est $AMZN - $200B vs $145B est ~$650 Billion across 5 companies. They could buy 50 Ford-class aircraft carriers. https://t.co/x6QPqk0VZh
Original source ↗  |  February 05, 2026 at 23:50 UTC  |  Twitter - @geiger_capital

IDEA 1 TICKER: $SLV DIRECTION: short THESIS: Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. SPEAKER: @markminervini TIMEFRAME: long-term

IDEA 2 TICKER: Crude Oil (or related ETFs like $USO, $WTI) DIRECTION: short THESIS: A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. SPEAKER: @burggrabenh TIMEFRAME: medium-term

IDEA 3 TICKER: XLP (Stap

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