Why Are Stocks Tanking? Fund Manager Explains Tech Rotation | Sam Rahman

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sam Rahman, Portfolio Manager at Hedgeye Asset Management, discusses the current tech selloff, the rotation unfolding within the sector, and what recent jobs data and the rise of AI mean for technology investors.*This video was recorded on July 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SAM RAHMAN:X: https://x.com/SamofAmericaHedgeye: https://www.hedgeyeam.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Tech Selloff, Jobs Data & Market Setup2:38 - Money Rotates Out Of AI Stocks3:28 - MAG7 Loses Tech Leadership6:52 - Meta, Semiconductors & Data Center Spending12:48 - NASDAQ Outlook And AI Capex15:48 - AI Agents And The Future Of Trading18:58 - Sam Rahman’s Stock-Picking Framework23:47 - Apple, Alphabet And Big Tech Moats31:03 - Robotics, Labor Market, Bonds And AI Models#economy #investing #stocks