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The AI trade has followed a pattern for three years: two strong quarters, one weak quarter. Every single time. We're now entering the weak quarter. But this time feels different. The Magnificent Seven lost $2.3 trillion in market cap in June alone. The "AI trade" that everyone piled into is cracking. Funds are rotating out of the Magnificent Seven at record speed. Retail is panicking. Bears now outnumber bulls for the first time in months. But here's what the panic-sellers are missing. Concerns about an AI bubble are premature. The rally is driven by earnings — not speculation. And this rotation? It's positioning-driven, not fundamental. Bank of America called it a "summer reset" — not a structural shift. They're predicting a fall rebound. The unthinkable isn't a crash. It's that this pullback is setting up the next leg — and most investors are running for the exits right when they should be paying attention. I've been tracking this rotation closely. I found names that were thrown out with the panic — but don't belong there. 👇 Tap below. See what made the cut.