Accenture fell 18% last Thursday, while MRVL rose 7% that same day. This isn’t a coincidence—it’s a map of where money is flowing in the AI era. A consulting firm that makes money by selling human time—now its clients use AI to do the work themselves. Do they still need you to station 200 consultants on-site for three months just to produce PPTs? In ACN’s earnings report, the line “AI is disrupting traditional service demand”—every white-collar industry should read it carefully three times. At the same time, AI money is rushing into infrastructure in a frenzy—MRVL’s data center chips, MU’s HBM memory, NVDA’s GPUs. AI doesn’t only create winners; it’s also mass-producing losers. This rotation is only just beginning. #AI #ACN #MRVL