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![LanceRoberts Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::49958733.png) Lance Roberts [@LanceRoberts](/creator/twitter/LanceRoberts) on x 95.2K followers
Created: 2025-07-16 10:52:29 UTC

There has been a massive surge in the number of managers who are now #overweight #technology.  As is most often the case, this is a #contrarian signal.
h/t @themarketear

![](https://pbs.twimg.com/media/Gv-Tx2dWUAAmlNi.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945436368286474546/c:line.svg)

**Related Topics**
[stocks technology](/topic/stocks-technology)
[surge](/topic/surge)

[Post Link](https://x.com/LanceRoberts/status/1945436368286474546)