$RSP Vs $SPY People seem to be rotating out of Tech and into the rest of the market as people are getting a bit weary of the all the AI Bubble headlines... Here are the drivers: 1. Datacenter Debt and RPO commitments in question. 2. People questioning Anthropic and OpenAI valuations. 3. Chinese Competition in both Models and parts of the Chip market. 4. Mismatch between AI dispersion / adoption vs buildout. 5. Higher interest rates 6. Tougher y-o-y comps.
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