(https://www.cnbc.com/2026/06/25/small-caps-are-booming-this-year-here-are-wall-streets-top-smaller-picks-.html), yet [Palantir's down 30% in a month](https://www.marketwatch.com/story/why-palantirs-stock-is-having-its-worst-month-in-years-even-in-the-midst-of-an-ai-boom-aad92671?mod=mw_rss_topstories) even during an AI boom. The divergence is brutal: high-revenue-growth names are getting shredded while cash-generative mid-caps rally. This isn't rotation—it's repricing.

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