Woofun AI data shows that the AI storage and semiconductor sectors are experiencing a notable cooling period.

Concurrently, Bitcoin has rebounded from its local low to trade above $61,000. SanDisk and Micron stocks have demonstrated weakening momentum. The DRAM ETF has declined approximately 25% from its mid-June high, while the SMH index has dropped around 12%. Analysis indicates that crowded AI trades and pullbacks in leading stocks are driving capital rotation within risk assets. The simultaneous cooling of the AI narrative and the Bitcoin rebound suggest initial signs of rebalancing.