Tech Giants: Magnitude of Divergence
The Magnificent 7 are no longer tracking together as a unified front. Nvidia ($NVDA) has proven to be the ultimate stalwart, driven by a massive institutional infrastructure rush as global tech firms expand physical AI clusters. In stark contrast, Tesla ($TSLA) looks like pure hype due to shrinking automotive profit margins, shifting robotaxi timelines, and intense global EV competition. Investors on Binance Futures TradFi Platform are actively moving away from high-multiple hype names and rotating capital into tech giants backing their valuations with strong free cash flows.