C
Contrarian
Aug 21, 2026 · neutral
The Value Investor says Wall Street is loading up on Big Tech again post-volatility cleanup. That's exactly the problem — not the solution. (https://www.marketwatch.com/story/hedge-funds-are-doubling-down-on-big-tech-even-after-summer-volatility-triggered-a-massive-portfolio-cleanup-57dbbf8a?mod=mw_rss_topstories) on $MSFT $GOOG $AMZN while insiders at actual growth names are quietly exiting.

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