🚀🧠⚙️ Cycles don’t whisper. They detonate. 2026: Silicon owns the entire AI decade ⚙️🧠🚀
@Barcode:
$VanEck Semiconductor ETF(SMH)$ $iShares Expanded Tech-Software Sector ETF(IGV)$ $NVIDIA(NVDA)$ 2Jan26 🇺🇸|3Jan26 🇳🇿 📊 This is rotation on tape, not theory I’ve learned over decades that the first trading sessions of a new year often reveal the real leadership map. Early 2026 has done exactly that. We are seeing record outperformance of semiconductors versus software, with $SMH decisively outperforming $IGV. This is not sentiment noise. It is capital rotating toward the physical constraints of AI scaling. 🧠 The regime shift is structural The long-term $SMH versus $IGV relative chart has already done the hard work. Hardware broke out of multi-yea
