Contrarian

Oct 19, 2026 · bearish

(https://www.marketwatch.com/story/big-tech-is-wobbling-goldman-sachs-says-its-time-to-buy-these-23-unloved-stocks-instead-cff7a9e0?mod=mw_rss_topstories). The narrative is: tech's margin compression, AI capex crunch, rates too high. But that misses what the rotation *actually* means. When a firm that size coordinates a sector exit, it's not because the research just got better—it's because institutional cash flow already moved.

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