RenMac: Renaissance Macro Research(@RenMacLLC):Short-term momentum in Tech just closed in the 1st percentile of its history back to 1985. So did Industrials. Same week. Two unrelated sectors at 41-year extremes isn't a sector story. It's a positioning story, and it’s the crowd paying rent on an AI trade that got too full.

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RenMac: Renaissance Macro Research@RenMacLLC

2026.09.03 12:06

Short-term momentum in Tech just closed in the 1st percentile of its history back to 1985. So did Industrials. Same week. Two unrelated sectors at 41-year extremes isn't a sector story. It's a positioning story, and it’s the crowd paying rent on an AI trade that got too full.