TP Tommaso Procopio

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Tech is no longer one trade

30 July 2026

Weekly momentum score by thematic cluster, with software and services gaining and semiconductor hardware losing — Weekly momentum score by thematic cluster, week of 28 July 2026. Source: proprietary cluster screen. Descriptive, not predictive.

This week made that visible.

For three sessions in a row, our cluster momentum work has shown the same split.

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