Mega-Cap Stock Buybacks Plunge 60%: The Hidden Catalyst Behind the Market Selloff

In this critical 21-minute analysis, the latest from 美股研究社 reveals a startling shift that's draining liquidity from the market's core. The video details how the massive stock buyback programs from tech titans like Apple, Google, and Microsoft—which once provided billions in quarterly support—have dramatically slowed or stopped entirely. This withdrawal of a key buyer is exposing stocks to pure fundamentals at a precarious time. The report identifies clear technical breakdowns in giants like Meta and Google, showing patterns of relentless institutional selling. Furthermore, it presents a stark binary outcome for AI's future and the broader market: either rapid AI monetization revives mega-cap cash flows, or capital expenditure cuts trigger a deeper bearish phase. The full analysis includes specific breakdown levels for critical stocks like Nvidia, the geopolitical risks from the U.S.-Iran conflict impacting election-year markets, and the precise conditions under which a true market bottom could form...