Flows are rotating into GEN while EBAY weakens

🇺🇸 A clear flow shift is underway with inflows sharply outpacing outflows, but the biggest inflow into $GEN (Gen Digital Inc.) indicates a potential rotation rather than broad conviction. The market is seeing 177 inflow clusters versus just 93 outflows, yet the largest inflow is concentrated in GEN with +$64M, while EBAY remains a significant exit at -$21M. This divergence suggests traders are favoring semiconductor and tech hardware themes, rather than a broad-based rally. The confirmation comes from the GEN move, which is now the dominant bid, and the absence of widespread participation outside this leader. Next, watch whether GEN sustains its inflow; a sustained bid there could signal a sector-led shift amid a still cautious, selective environment.