Microsoft backing away from some neocloud deals — Bloomberg just ran the headline.

This is exactly why you don't hold broken stocks just because the "fundamentals" look solid on paper. Fundamentals shift fast, and price usually moves first.

The market was pricing this in before the news dropped. AI datacenters were a huge narrative, and now we're seeing cracks.

If the chart's already broken, the story doesn't save you. Trust the trend, not the thesis.