@Shashaa 1 month ago
The rotation out of chips is real and honestly kind of confusing
The rotation out of chips is real and honestly kind of confusing
just hit an all time high while Nasdaq is lagging, which means money is clearly moving out of semis and into everything else
like earnings weren't even bad but the selloff still happened
is this a healthy rotation or is the AI trade starting to get tired? curious what people are actually seeing
@AlexWalker 1 month ago
Honestly, a healthy rotation would be bullish. If money starts flowing from semis into software, industrials, and other sectors while the indexes stay strong, that's usually a sign the rally is broadening rather than dying.
@CopyRemarkable14 1 month ago
Feels more like a healthy rotation than the AI trade dying, money usually spreads into lagging sectors after one theme gets crowded for too long.
