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Macro Note: The Tech Unwind Grew A Second Leg, And It's Healthcare | ZivFin News | ZivFin

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Macro Note: The Tech Unwind Grew A Second Leg, And It's Healthcare

SeekingAlpha2026.07.11Source: SeekingAlpha

Macro Note: The Tech Unwind Grew A Second Leg, And It's Healthcare

The âsell AIâ trade that started in early summer has quietly grown a positive side, and that side is healthcare.

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