Why higher borrow costs could be pushing investors out of tech

Tech volatility isn’t just about bigger price swings anymore. It’s starting to impact borrow costs in a real way, and that changes how funds hedge, short, and manage exposure.

When borrowing shares becomes more expensive, positioning shifts. That can quietly drive sector rotation without people fully realizing what’s happening under the surface.

This piece breaks it down well and explains why some investors are rotating away from tech right now:

https://stockloanhub.com/investors-rotate-away-from-tech-as-sector-volatility-inflates-borrow-costs/

Curious if anyone here is seeing higher borrow rates or adjusting exposure because of it.