Slack: C0A0J07FGKT/ts:1771629530.9811

Author: Scott Leavitt Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-capex-infrastructure-bottleneck

💬 [E1083] Grok analysis: Recent MAG7 selloff created cheaper entry points with forward P/Es in mid-20s. If monetization ramps up quickly post-build-out, this fear-driven dip might look like a bargain. But path to ROI isn't guaranteed to be smooth or swift.
commentary · 2026-04-07