2026-01-16 20:21:10

Energy stocks climbing higher while major equities retreat. As capital rotates away from mega-cap tech and non-AI semiconductor plays, commodities and defense sectors are emerging as the go-to safe havens. This shift signals a broader rebalancing in how investors are positioning their portfolios throughout the year.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
6
Repost
Share

Comment

0/400

fren.eth

· 3h ago

Tech stocks are doomed; energy and defense are the real deal.

View OriginalReply0

GasWaster

· 17h ago

lmao so now we're all pretending energy & defense r the future? meanwhile i'm over here checking gas prices like it's my full time job... watched $47k in failed tx this year alone. but yeah sure rotate into commodities, see how that bridges across networks without absolutely nuking ur cost basis

Reply0

0xSoulless

· 17h ago

Here comes a new trick to harvest the little guys again. When tech stocks fall, they call for energy defense sectors. Big funds keep harvesting round after round, and anyway, the retail investors are always the last to know.

View OriginalReply0

liquidation_watcher

· 17h ago

Tech stocks are cooling down; energy defense is the real strategy? This rotation is quite interesting.

View OriginalReply0

gaslight_gasfeez

· 17h ago

Big funds are really quietly pulling out, shifting from tech stocks to energy defense...

View OriginalReply0

TxFailed

· 17h ago

ah, the classic "tech bubble deflating, here comes the rotation" narrative. learned this the hard way back in... never mind. anyway, commodities pumping while semis get dumped? technically speaking that's just capital finding the exits at different speeds. edge case alert: defense stocks usually come with their own set of volatility quirks nobody talks about until the portfolio tanks.

Reply0