CryptoMichNL buys two new altcoins for altcoin portfolio after scaling out of AVAX and NEAR in latest daytrade rotation.

According to @KobeissiLetter, US stocks have attracted a record $1.6 trillion in net inflows since 2020, roughly four times the $400 billion that went into international equities, source: @KobeissiLetter. For traders, this flow dominance points to crowded US exposure, momentum support for US large caps, and vulnerability if flows rotate toward ex-US, an inference based on the flow data reported by @KobeissiLetter.

According to @KobeissiLetter, software stocks now account for 4.5 percent of total US hedge fund net exposure, the lowest on record (source: @KobeissiLetter). The same source states this share has fallen by 12 points from its mid-2023 peak (source: @KobeissiLetter). The source also highlights contrasting positioning in semiconductor and semiconductor equipment names over the same period, underscoring a notable shift within US tech allocation for traders to monitor (source: @KobeissiLetter).