Jul. 28 at 9:11 PM
There is a quite rotation happening in the market from Semis and heavy AI infra names. They already had their run. Capital is rotating into social platforms that can adopt AI the Apple way — real product and ad tools without the massive data center spend.
$SNAP $PINS $RDDT look cleanest here. They’re rolling out the useful AI features while keeping capital intensity low.
By the time these are up 30%, CNBC will finally start calling them buys. That’s how these rotations always play out.
$SNAP $PINS $RDDT $AAPL