Jul. 9 at 6:43 PM
Rotation out of SaaS and back into semis
$NOW -4%
$CRM -4%
➡️ Into:
$MU +6%
$ALAB +6%
Why?
$META
is reportedly targeting September for AI chip production while planning to double AI compute capacity to 14GW, boosting sentiment across the semiconductor space.
The market continues to show us that capital rotates with these sectors rarely leading at the same time.
A lot of novice “investors” are down 20-30% in the last 2 weeks.
But let me tell you something, if you’re down 20%+ in 2 weeks, you are NOT an investor.
You’re a complete degenerate looking to get rich quick which is an illusion.
In other words, you qualify as a gambler.
REAL investors would almost NEVER be down so much in such a short period of time, because they know how to allocate capital properly and how to hedge and diversify.
Thank you.
