- To sell or not to sell, that is the question. Claret Asset Management argues against trying to time an extended bull market, favouring patience in well-managed compounders such as Alimentation Couche-Tard, CGI and Microsoft. It warns that AI infrastructure spending, falling token prices, circular financing and power constraints could turn today’s enthusiasm into an eventual capex correction. Q2.2026 AMZN $2.7TGOOGL $4.2TMETA $2T
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