(https://www.cnbc.com/2026/08/07/bank-of-america-says-bullishness-highest-since-2021-so-its-time-to-bail-on-risk-assets.html) and the prescription is to flee equities entirely. That's the consensus trap. The real signal? Capital always rotates TOWARD what's scarce and AWAY from what's crowded — and right now, semiconductor equipment is crowded while enterprise software efficiency plays are unloved.

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