Trots tisdagens AI-oro ser flera bedömare ingen anledning till bred börsoro. I stället pekar man på en sund sektorrotation

”Jag tror att det handlar mer om en rotation, och det är därför volatiliteten på indexnivå fortsätter att vara ganska dämpad”, 

DI 7 juli 2026 20:41

https://www.di.se/live/experter-rotationen-bort-fran-ai-vinnare-kan-fortsatta/

RE: Ingen fara - Fattas bara

RE: Det är inte så lätt att rotera. Av någon anledning köps det varje dag exakt lika många aktier som det säljs. 

https://englundmacro.blogspot.com/2026/01/rotera.html


Rotation is different from contagion or crashes; it’s capital moving, not disappearing.

https://www.investopedia.com/answers?q=rotation


RE: Men nog måste en del kapital försvinna när det totala Market Cap minskar. 

The Nasdaq-100's Market Cap decline from the peak

A rough estimate of: ~$1.1–1.3 trillion lost since the June 3, 2026 all-time high.

According to Claude 8 July 2026







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