May. 18 at 7:57 PM
Have you noticed how unusual this rotation feels?
AI hardware and photonics names like
$AEHR and
$KEYS are quietly breaking below their two-month support levels, with almost no visible dip buyers stepping in.
On the other side, SaaS is still holding up, while cybersecurity continues to strengthen, with
$CRWD and
$PANW pushing into new highs.
After the LLM-related shifts, security was actually the first sector to get re-rated by the market.
So the real question is—what gets re-rated next?
Most likely, it will be agents and AI-enhanced services that clearly add measurable value.
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