#GoodAfternoon Have a nice đđ»đ day. #USTechFundFlows The landscape for #USTechFundFlows in early 2026 is a tale of two tech sectors. While the "AI trade" continues to see massive capital injectionâwith hyperscalers like Amazon and Microsoft projecting over $600 billion in infrastructure spending this yearâthe software vertical is facing a sharp repricing.
âRecent data shows a significant rotation; software-focused funds have seen YTD losses near 18% as investors pivot toward hardware and "pipes and power" infrastructure. However, dip-buyers are active, betting on a 32% EPS growth forecast for the broader tech sector. As the Fed's outlook shifts, capital is increasingly seeking "AI-enabled" platforms over legacy SaaS. For investors, the mantra is clear: the AI honeymoon is over, and the era of monetization and scale has begun.
#USTechFundFlows #WhaleDeRiskETH
BTCUSDT
Perp
69,462.8
+3.29%
ETHUSDT
Perp
2,072.04
+5.13%
BNBUSDT
Perp
630.3
+5.39%