Semis
CoinDesk flags a 'hot money' rotation out of crypto and gold into AI infrastructure, semiconductor, and memory equities, with AMD up 4.6% and SOXL up 3.1% on the session. The setup is momentum-chasing into a group that is already parabolic — AMD insiders sold $33 in the last 30 days and headlines are explicitly flagging bubble risk.
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↔ PAIR-8% target+5% stop1-3 weeks
Fade the rotation hype: short AMD into the parabolic, or hedge long NVDA via long SOXS, as hot-money flows are late-cycle and insider selling + bubble headlines signal a crowded top.