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Tech Sell-Off Sparks Big Money Shift: Here’s Where to Invest

February 12, 2026
in Trade Tube
Reading Time: 1 min read
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In this week’s edition of ETF Spotlight, Randy Gwirtzman, Portfolio Manager, Baron Capital breaks down the 2026 tech rotation, showing how investors are moving out of large-cap tech into high-growth small and mid-cap stocks.

00:00 Intro
00:21 Mega-Cap Tech Rotation
02:45 Small-Cap Outlook
03:45 Big Tech Impact
06:42 AI in Small & Mid Caps
08:43 Beyond Tech
11:10 Small-Cap Risks
12:24 Market Implications

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