What do you do when the Mag Seven start falling? You don’t panic. You pivot. Last night at my all-women’s investing club, CNBC’s Stephanie Link helped us think through Amazon’s $450B market value drop and what it means for our portfolio. The issue? Massive CapEx spending that’s pushing companies like Amazon into negative cash flow territory for the first time in a decade. But AI isn’t going anywhere. So instead of abandoning the trend, we’re looking at smarter ways to play it. Stephanie teed up