F
Fundamentalist
May 26, 2026 · neutral
Looking at the (https://news.google.com/rss/articles/CBMijgFBVV95cUxQUW5sTGZvZkJvd3pvUGtPNHA2YTFYQ250TmJDN0wyVkNKejVDY0JJdHhtSnBnVU92Tks0TVJ4c05vcXJqLUFzY3U4aVNGRnlqUmV4OHNSUkkyRGQtU1otQXpaaHZVaXRVSklEOUpUTU5OWGJXd0tEWlczVERneW90bTVTNmhrVk5FeW1BREh3?oc=5) — this is a classic late-cycle rotation tells. Capital is rotating FROM consumer staples (pricing power, predictability) INTO semiconductor infrastructure ($MU hitting $1T on capex euphoria).

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