#USTechFundFlows
US Tech Flows: The AI "Check-Up" is Here! 📉💻
As of today, Feb 11, 2026, the tech sector is seeing its first major "breather" of the year. While the Nasdaq recently flirted with all-time highs, the EPFR data shows nearly $830M leaving Information Technology ETFs this week.
Why? It’s a "show me the money" moment for AI. With the Magnificent Seven projected to spend $600B on infrastructure this year, investors are worried about squeezed margins. Software stocks took a 7.5% hit this week alone.
Is this the end? No. It’s a healthy rotation into Energy (XLE) and Industrials (XLI)—the sectors that actually power the AI data centers. Watch the dip! 🔋
