WS #11178

From 500 msgs · 5 key-dev

Massive rotation out of AI infrastructure semis (MU -9%, LRCX -8.7%) into software and consumer tech, driven by Meta's AI cloud compute rental plan and institutional repositioning.

Tech Rotation: AI Infrastructure Selloff, Software Rally

Massive rotation out of AI infrastructure semis (MU -9%, LRCX -8.7%) into software and consumer tech, driven by Meta's AI cloud compute rental plan and institutional repositioning.

Full world state #11178 →