🔴Investors are chasing US technology stocks more than EVER.



US tech funds recorded $19.2 billion in inflows last week, the largest single-week total on record, according to Goldman Sachs Global Investment Research.

Over the last 4 weeks, cumulative inflows have surged to ~$25 billion, far above any prior 4-week period since data began in 2022.

At the current pace, 2026 is on track to record $154 billion in total tech fund inflows, more than DOUBLE the prior annual record set in 2025, according to BofA Global Research.

The tech trade has never been more crowded.
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