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![Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::917111664289484800.png) Lee Shikoh [@Lee_Shikoh](/creator/twitter/Lee_Shikoh) on x 3171 followers
Created: 2025-07-25 15:39:02 UTC

Under the radar rotation from broad semis to single-stock AI/edge names. Rotation is "intra-tech" and toward speculative single-name leverage, not a wholesale shift into defensives.

$SOXX –0.5% while $ALGM +0.9%, $AMD / $ARM levered funds +4%. Money is crowding into "story" names, not the whole chip complex.

That aligns with a continuing risk-on environment but argues for precision over broad beta selection inside AI/Tech sleeves.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948769971372220692/c:line.svg)

**Related Topics**
[money](/topic/money)
[$arm](/topic/$arm)
[$amd](/topic/$amd)
[$soxx](/topic/$soxx)
[radar](/topic/radar)
[$algm](/topic/$algm)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Lee_Shikoh/status/1948769971372220692)