【Livestream Clip 1｜Selina Han: Why Microsoft Has the Clearest AI Monetization Path】

【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】

Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong?
Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back

【ABOUT THE GUEST】

Our speaker, Selina Han@Selina_Han_Insights, is the founder of Han Insights and an independent researcher. She was the first economist at CBOE — the largest equity options exchange in the U.S. — specializing in U.S. equity markets, listed options, market structure, exchange economics and financial regulation. What makes her perspective rare: she reads markets not just from the investor side, but from the exchange and market-structure side, tying macro, earnings and the AI narrative into a framework you can actually use.

【HIGHLIGHTS】

1. Macro timeline: how FOMC, payrolls, CPI and Jackson Hole moved the tape, and the back-and-forth on rate expectations.

2. The AI CapEx scoreboard: a sentiment-driven rating of each company's AI spend (green/yellow/red lights) so you can see who's leading at a glance.

3. Strong earnings, sold off anyway: reports looked solid, yet tech stocks dropped in late July — what was really going on.

Live Recap:

Live Recap 1: Why Tech Stocks Fell Despite Strong Earnings — Six Weeks That Moved the Market
Live Recap 2: The Big Tech AI CapEx Scorecard — Who's Actually Turning Spending Into Earnings
Live Recap 3: The AI Basket Broke Together — Inside the Situational Awareness Forced Unwind
Live Recap 4: Fed Policy, Jackson Hole, and What Comes Next — Q&A Highlights

【THIS CLIP】

Why does Microsoft have the clearest path to AI monetization? Selina starts from her own experience: Copilot and Azure land on Microsoft's deep enterprise advantage, and the AI in Teams and Outlook already "reads what you want to write." Why it's worth watching — while others are still debating whether the spend will ever pay off, Microsoft is already showing real monetization, a very different storyline from its peers.

We genuinely recommend watching the full replay to fill in the market-structure and AI CapEx piece so many people overlook — it's the key to understanding this pullback. Take your time; there's more here than you'd expect.

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(For education only, not investment advice.)

Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back