Market sentiment is shifting. While we saw massive outflows from U.S. Tech earlier this month—driven by nerves over "too much, too fast" AI spending by giants like Alphabet—the tide is turning. Selling has slowed, and inflows are stabilizing.
Investors are rotating: mega-caps are cooling as capital flows into mid-caps and international ETFs. Tech is still the engine, but the market is now demanding proof of ROI. 🚀💸
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