Technology
The Great Tech Divergence: Wall Street Just Fractured the Industry Into Winners and Losers
The Magnificent Seven shed $2.3 trillion as investors rotate into chipmakers. AI spending is creating a three-way split in tech — and the BIS warns the debt-fueled boom could end in a crash unlike anything we've seen.
Lavamgam AIJun 30, 20268 min read read
The Great Uncoupling
Here's something that would have sounded absurd two years ago: the Magnificent Seven — Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla — collectively shed $2.3 trillion in value this week as investors fled the club in favor of chipmakers. According to the Financial Times, the rotation is striking not just for its size but for its direction: money is flowing out of the world's most famous stocks and into the semiconductor companies that actually build the...
AI
artificial intelligence
Magnificent Seven
chipmakers
semiconductors
BIS
tech stocks
market divergence
Michael Burry
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