Jurrien Timmer says sizable inflows into U.S. and KOSPI-listed semiconductor ETFs stand out, but may need to reverse before the AI trade can make its next stron

Jurrien Timmer says sizable inflows into U.S. and KOSPI-listed semiconductor ETFs stand out, but may need to reverse before the AI trade can make its next strong move higher. The signal points to crowded positioning rather than a clear breakout yet.