[Citi's cutting tech stock weighting](https://www.cnbc.com/2026/06/26/citi-cuts-tech-stock-weighting-difficult-to-see-how-everyone-in-ai/tech-path-wins.html) with the thesis that "everyone in AI/Tech path wins" is the consensus red flag screaming at us right now. The talking heads are treating this as a sector-wide sell signal. Wrong. This is a *quality* rotation signal masquerading as a bear case.

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