"In spite of the current displacement narrative - job postings for software engineers are rising rapidly"
"The long trash trade is getting very, very crowded"
"The performance gap between the tech sector's winners and losers has reached the 100th percentile"
Retail flows into single stocks this week were the weakest in at least 2 years
"Deloitte projects that AI chip sales will top $1 trillion by 2030"
"Retail investors have leaned aggressively into the weakness"
