Zetrix gapped down this morning, but this is not a stock-specific sell-off. The weakness is market-wide across Bursa. Sharp eyes will notice money flowing into defensive stocks — banks, REITs, and palm oil. This isn’t a doomsday sell-off, just a normal fund rotation. No need to panic. US tech sell-off isn’t random — it started with AI ROI concerns and triggered a full risk-off chain. Malaysia tech got hit as spillover, while funds rotated defensive. Visual flow + breakdown here 1. Global Tech: Alphabet's AI Spending Shock Headline : Alphabet (Google) 2026 Capex projected to hit US$185 Billion , nearly double previous year. Key Facts : While Google Cloud revenue surged 48%, Alphabet’s management shocked markets by forecasting capital expenditure between US$175B–$185B for 2026, far exceeding the US$119B analyst consensus. This massive spend on AI infrastructure has sparked immediate concerns regarding profit margins. Impact/Significance : The "AI Payoff" timeline is be...