Sami on Trade

🚨 TECH FLOW ALERT: AI Churn Causes Massive Rotation! 🧠💸 The US tech sector is experiencing high volatility as investors aggressively re-evaluate their portfolios! While tech stocks recently hit record highs, the last few days have seen a deepening rout in software stocks driven by fears of AI disruption and lofty valuations. What the Data Shows: 📉 Software Rout: The S&P 500 software and services index plunged about 15% in just over a week. 🛒 Bargain Hunting: Despite the selloff, specialized funds like the iShares Expanded Tech-Software Sector ETF (IGV) took in $1.2 Billion last week as buyers looked for entry points. 🔁 Rotation Out of Tech: Investors are shifting money away from technology toward value-focused sectors like Energy, Consumer Staples, and Industrials, which have been relative outperformers recently. 🎯 The Play: The tech sector has declined roughly 9% from its late-October peak. Smart money is becoming more selective, looking for companies with clear paths to AI monetization rather than broadly investing in the entire sector. Keep an eye on upcoming economic data, as it will likely determine if this is a temporary pullback or a wider crash! 👇 Are you staying in tech or rotating to value? 🚀 Buy the Dip: Tech will lead the next bull run. 🛡️ Rotating to Value: Locking in gains, seeking stability. 🤔 Watching: Market is too uncertain right now. 💸 Cash is King: Waiting for a deeper pullback. Follow me😊,like♥️, share and repost🔁 #USTechFundFlows