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@sunkaixuan1718 · 2026-10-17 02:46

While everyone was panic-selling, retail just made its biggest buy in 16 weeks. $9.1 billion flowed into US stocks last week — the largest weekly haul in four months, and the 9th-biggest in a full year. And it wasn't a one-off: the two weeks before that saw $6.4B and $4.8B. Where did the money go? Straight into the fire. Semiconductors took $2.6B, AI infrastructure another $2.4B — the exact sectors getting hammered hardest in this selloff. So here's the fight: one side says this is classic dip-buying — the crowd that buys fear usually gets paid. The other says retail is always last to the party, buying the dip right before the real drop. I track where retail money actually moves every day, because the flow usually tells the truth before the price does. Which side are you on — smart dip-buyers, or the last bagholders? — via @KobeissiLetter #Stocks #RetailInvestors #美股 #Semiconductors #AI

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