Jul. 7 at 6:48 PM
Investors poured
$14.3B into U.S. tech funds in the week ending July 1—the 2nd-largest weekly inflow ever.
After big swings over the last few weeks, the 4-week average has climbed to a record
$9.0B per week, putting tech funds on pace for an all-time high
$152B in inflows this year.
Capital is rotating into tech
Don't be ignorant of this. Listen to what the large institutions are doing. Even banks are rotating out of AI and into Tech
May be a strong summer / and maybe fall for AI Hyperscalers
$MSFT $GOOGL $AMZN $AAPL $ORCL