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Tech Tanks Again—Why Holding Cash Might Be Your Best Move Right Now
Tech and SaaS sectors are under pressure from AI disruption and macro uncertainty, while investors are rotating into physical infrastructure, industrials, and AI-enabling assets. This shift reflects a broader move toward tangible, resilient sectors driving the future economy.
AI’s Great Rotation: When Software Cracks and Infrastructure Surges
Markets are repricing the AI trade in real time. As SaaS stocks tumble on automation fears and Microsoft faces CapEx scrutiny, infrastructure leaders like Micron surge on supply power. This week reveals a deeper rotation across the AI stack, not a collapse.
When "Historic" Collapses Become Routine: Silver's Second 30% Wipeout in Five Days
Wall Street's celebrating rotation into "boring" sectors while precious metals implode again, software gets a death sentence, and the Fed chair pick everyone said wouldn't rattle markets just triggered the biggest precious metals crash since 1980. Twice.
