Ryan Detrick, CMT(@RyanDetrick):Probably the chart of the year? Free cash flow for the hyperscalers ($META, $AMZN, $GOOGL, $MSFT, $ORCL) is tanking, while it is soaring for the chips ($NVDA, $MU, $AVGO, $AMAT). "One company's spending is another company's revenue." @sonusvarghese

Ryan Detrick, CMT

@RyanDetrick

Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM

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Ryan Detrick, CMT@RyanDetrick

2026.07.28 23:19

Probably the chart of the year? Free cash flow for the hyperscalers ($META, $AMZN, $GOOGL, $MSFT, $ORCL) is tanking, while it is soaring for the chips ($NVDA, $MU, $AVGO, $AMAT). "One company's spending is another company's revenue." @sonusvarghese