In this short clip from Live Trading Room (Jul 2, 2026), Samantha LaDuc discusses why the AI market is undergoing an important internal rotation rather than launching another broad advance.
Money is moving out of semiconductor, memory, photonics, and AI infrastructure names—which she increasingly views as being in institutional distribution—and into hyperscalers and mega-cap technology following Meta’s positive catalyst.
While this rotation may continue for several weeks, she considers it a tactical trading opportunity rather than a long-term investment theme.
At the same time, she is closely monitoring potential head-and-shoulders topping patterns in both the Nasdaq and the software sector, arguing that investors should focus on protecting gains and managing risk as leadership becomes increasingly selective.
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