Total Assets
Rate Of ReturnTech capital is rotating from high beta into lower beta as they seek ‘safer pastures’ yet still remain within tech. These names have such a big market cap it’s easier to park there without moving their prices too much.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation Cools
Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...
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