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@ProduceCut309 8 hours ago

Rotation Season Is Here. Are You Still Heavy in Tech

Rotation Season Is Here. Are You Still Heavy in Tech

Money’s starting to move out of big tech and into other corners of the market as Wall Street cools off on the AI hype trade. After monster runs in names like , , and , a lot of traders are locking in gains and hunting for better risk reward elsewhere. The rotation seems to be leaning toward stuff like , , and industrial names that actually benefit if growth slows but the economy doesn’t fall apart. It’s not that AI is dead, it’s more that expectations got stretched and valuations got crowded fast. Feels like the market’s asking a real question now. Do you stick with mega cap tech and ride the volatility, or rotate into cheaper sectors before leadership really shifts? What’s your move right now, staying heavy in or spreading bets elsewhere.

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