Interesting question going into Monday.
A WallStreetBets post points to a pattern where money keeps rotating between AI hardware and enterprise software instead of leaving the sector completely.
One week chips and memory stocks get dumped over overcapacity fears.
Next week software becomes the safe trade.
Then money swings back again.
Last Friday was a US holiday, so trading volume stayed light while overseas buyers pushed names like Micron and Nvidia higher.
Now the question is what happens when US institutions come back.
Do they chase the rebound, or rotate right back into software again.
The funny part is the comments.
Half the replies basically say stocks only do two things, go up or go down.
But underneath the memes is a real point.
If money keeps rotating instead of leaving AI altogether, it suggests investors still believe the long term story.
They just cannot agree which part of the AI trade deserves the premium anymore.
That may end up being the bigger story than whether Monday finishes green or red.
===========================================================
US full-time employment drops 514k in one month.
Full-time jobs fell 514000 in June.
Now at 133.66 million.
Lowest level since December 2024.
This marks third consecutive monthly drop.
Total decline hits 1.01 million.
https://citizenwatchreport.com/us-full-time-employment-drops-514k-in-one-month/
=========================================================================
Former Sen. Warren Staffer Attends Ayatollah's Funeral, Calls Him "Greatest Leader Of Our Lifetime"
A former Democratic Party operative who worked on campaigns linked to prominent unhinged left-wing politicians such as Elizabeth Warren, Ed Markey, and others has become a case study in how far-left radicalization can influence those on the left, spiraling dangerously and leading to the open championing of leaders of foreign adversaries.
Calla Walsh began organizing for Democratic Senator Ed Markey while she was still a teenager. She had the perfect profile: earnest, idealistic, and a model Gen Z Democrat.
The latest Walsh episode shows the Gen Z Democrat on Iranian TV from Tehran during funeral ceremonies for slain Supreme Leader Ali Khamenei, praising the late Iranian cleric as the "greatest anti-imperialist leader" of her lifetime.
"Ayatollah Khamenei was the greatest anti-imperialist leader to have lived during my lifetime," Walsh said.
Palestine Action US founder Calla Walsh
BREAKING: Palestinian Aber Kawas has won her seat for NY State Senate.
Party leaders are deeply concerned because anti-American rhetoric, denunciations of capitalism, and calls for revolution are not resonating with average voters and could harm Democrats as socialists gain influence ahead of the midterms.
If you want to understand why the Democratic Party has become so radical and revolutionary, here are some answers:
Feds Nab Alleged Member Of "Sprawling" Cuban Communist Subversion Network Linked To Hasan Piker's Havana Trip
DOJ Grand Jury Probes Neville Roy Singham's Marxist NGO Empire: Report
"No Longer Tolerate Radical Marxists": Rubio Sanctions Revolutionary Cuban Influence Network Tied To U.S. Left-Wing NGOs
Is There A "Cuba Connection" Behind The Radicalization Of America's Nonprofit Left
Another Democrat has sounded the alarm on the party's far-left drift:
=====================================================
The truth about trees is more surprising than you think. Watch till the end!
American Activist DETAINED by UK Terror Police
The Pandemic is "Over" and They Got Away With It
Leaked private conversation with a US general… (New Directed Energy Weapon)
Elon Musk America Video back When America was America
https://twitter.com/i/status/2073245901016166547 Watch on X, Better to watch at URL
https://citizenwatchreport.com/elon-musk-america-video-back-when-america-was-america/
=====================================================================