$Microsoft(MSFT.US)$Alphabet(GOOGL.US)$Amazon(AMZN.US)Today's U.S. stock market felt like trading the A-shares, with the entire sector down except for storage stocks. This might be a clash of perspectives between the newbies and the old-timers. I still hold my view: both M7 and hyperscalers are blood bags, forced to participate in this war for GPUs and storage. Unless someone backs down, it won't stop. It's not that I'm bearish on M7, it's just the current trend shows no sign of improvement.