On February 4, 2026, soon as the clock strikes 9:30 AM and the markets open, an “event” will begin. You won't see it coming at first, maybe a quiet dip in pre market futures, a few red arrows on the Magnificent Seven tickers. But by 10:30, the algorithms will wake up. They'll notice the overnight whispers from hyperscalers quietly trimming capex guidance, the subtle admissions that all those trillions poured into data centers aren't spitting out the god like ROI everyone promised. NVIDIA first.
