Alphabet reports on Wed and if they disappoint, last week wasn't a correction but a start.

Last week was the most confusing earnings week i can remember,tsmc reported 77% profit growth and stock fell 4%,it announced $100b US expansion. Netflix also guided slowing growth, dropped 8% and semiconductor index also had worst week since 2020( kospi down 25% from june peak) So a strong earnings being sold everywhere we look and the only logical explanation is that the market has already priced in the good news and is now hunting for the first crack in the ai capex thesis. Every strong earnin