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![schaeffers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::22814481.png) Schaeffer's Investment Research [@schaeffers](/creator/twitter/schaeffers) on x 9317 followers
Created: 2025-07-15 16:39:07 UTC

The July BofA Global Hedge Fund Survey says investor sentiment is getting frothy, but instead of a broad pullback, expect a rotation - out of AI-heavy megacaps & into laggards like small-caps, energy, & value. Cash levels are low, risk-taking is high, and positioning is peaking.

![](https://pbs.twimg.com/tweet_video_thumb/Gv6Z0BzW8AYAQ_K.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945161213630935513/c:line.svg)

**Related Topics**
[coins energy](/topic/coins-energy)
[Sentiment](/topic/sentiment)
[investment](/topic/investment)

[Post Link](https://x.com/schaeffers/status/1945161213630935513)