WS #15187
Despite the broader macro sell-off, specific tech and EV names are showing resilience. Micron is maintaining a strong rating on AI demand, and Tesla is jumping on the back of new EV credit guidelines. This divergence suggests that while the macro environment is hostile, companies with strong policy tailwinds or dominant AI positioning are finding a floor. Investors are rotating into these specific catalysts rather than broad tech indices.
Tech and EV Resilience
Despite the broader macro sell-off, specific tech and EV names are showing resilience. Micron is maintaining a strong rating on AI demand, and Tesla is jumping on the back of new EV credit guidelines. This divergence suggests that while the macro environment is hostile, companies with strong policy tailwinds or dominant AI positioning are finding a floor. Investors are rotating into these specific catalysts rather than broad tech indices.