Eric Balchunas|Jul 29, 2026 14:03
I'M NOT LEAVING: Since SMH began its 20% decline a month ago (with every single stock now trading below its 50d avg), semi and AI ETFs have taken in $25 billion in net inflows, with positive flows on 55% of trading days. Good note on this from @psarofagis today (Eric Balchunas)
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