Woofun AI data shows that retail investors are reallocating capital from gold and Bitcoin assets into semiconductor equities. Since April, U.S. Gold and Bitcoin ETFs have recorded a combined net outflow of $12 billion, whereas U.S. Semiconductor ETFs have garnered $20 billion in inflows. This divergence intensified in mid-May, with outflows from precious metal and crypto funds more than doubling alongside a twofold increase in semiconductor inflows. Price metrics reflect this shift: GLD has dropped 13% and IBIT has declined 12% since early April, while SOXX and SMH have surged 81% and 60% respectively.