Leadership Is ShiftingThe market continues to evolve beneath the surface. The AI memory trade is beginning to crack, leveraged excesses are being exposed and several neglected trades are quietly becoming more attractive. Whether this proves to be a healthy rotation or something more meaningful remains the key question.SOX
The Leaders Are Breaking
Is this another "sell low, buy high" setup? AI leadership is cracking. But history suggests the next pain trade could still be higher.
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