Why September Could Trigger the Biggest Tech Rotation Since 2020

Chip wars escalate while legal battles mount—sector shifts creating winners and losers

Good evening,

September is bringing a perfect storm of tech sector catalysts that could dwarf the rotations we saw in 2020.

Between chip licensing restrictions, regulatory battles, and Fed policy shifts, the next few weeks could reshape the entire technology investment landscape.

-Christopher

P.S. The intersection of politics and tech investing has never been more critical—those who understand the September timeline could position ahead of massive institutional moves. You really need to read this before it's too late.