#GoodAfternoon Have a nice 👍🏻🙂 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 injection—with hyperscalers like Amazon and Microsoft projecting over $600 billion in infrastructure spending this year—the software vertical is facing a sharp repricing.

​Recent 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

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