WS #11177

From 500 msgs · 6 key-dev

Massive rotation out of AI infrastructure (semis) into software and consumer tech; Meta jumps 10.6% on plan to sell AI compute, while MU, LRCX, TSM drop sharply on no specific news, indicating institutional repositioning.

Tech Rotation: Semis Selloff, Software/Meta Rally

Massive rotation out of AI infrastructure (semis) into software and consumer tech; Meta jumps 10.6% on plan to sell AI compute, while MU, LRCX, TSM drop sharply on no specific news, indicating institutional repositioning.

Full world state #11177 →

Tech Rotation: Semis Selloff, Software/Meta Rally — World state #11177 · River