Date: October 30th, 2026 2:56 PM Author: aryan chad
institutional investors rotated into utilities, energy, consumer staples this month. the big guys are also sitting in cash.
so far the damage seems to be largely contained to tech. i think they'll let it crack to drive government borrowing costs back down, wash out the weak hands, and buy semis back cheap.
Claude is a fucking magic bot that creates polished custom android apps for me in one shot. but enterprise adoption is lagging a ton vs where people expected it to be by now