Publier
Dapo Marino
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#USTechFundFlows 🇺🇸💰
US tech fund flows are flashing risk sentiment signals again.
📊 Capital is rotating selectively — mega-cap tech continues to attract inflows, while speculative growth names see cautious positioning.
🤖 AI, cloud infrastructure, and semiconductor plays remain the main liquidity magnets.
⚠️ Higher rates + earnings expectations = investors staying defensive, not euphoric.
What this means:
• Institutions are still betting on innovation, not broad risk-on
• Liquidity prefers quality over hype
• Any slowdown in tech inflows could spill into crypto & risk assets
Markets aren’t bullish or bearish — they’re strategic.
Stay sharp.
#BinanceBitcoinSAFUFund
US tech fund flows are flashing risk sentiment signals again.
📊 Capital is rotating selectively — mega-cap tech continues to attract inflows, while speculative growth names see cautious positioning.
🤖 AI, cloud infrastructure, and semiconductor plays remain the main liquidity magnets.
⚠️ Higher rates + earnings expectations = investors staying defensive, not euphoric.
What this means:
• Institutions are still betting on innovation, not broad risk-on
• Liquidity prefers quality over hype
• Any slowdown in tech inflows could spill into crypto & risk assets
Markets aren’t bullish or bearish — they’re strategic.
Stay sharp.
#BinanceBitcoinSAFUFund
Avertissement : comprend des opinions de tiers. Il ne s’agit pas d’un conseil financier. Peut inclure du contenu sponsorisé. Consultez les CG.
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