🔥$3.6T GOLDMAN SACHS: INVESTORS ARE ROTATING OUT OF MAG 7 INTO AI SEMIS Goldman Sachs says investors are reducing Mag7 exposure and rotating into semiconductors over hyperscalers funding the AI buildout. Think Microsoft versus Nvidia, where Microsoft is spending billions to build AI, while Nvidia is selling the chips needed to build it. NVDA is near $197, up 4.6% YTD, while MSFT is near $384, down 18% YTD. Goldman still sees value in hyperscalers, but the market is currently rewarding the AI suppliers first.(Coin Bureau)