AI Chip +11.01% vs Metaverse +9.73% — reading the tape on moomoo's Investment Themes

Pulled up moomoo's Investment Themes on YTD and the whole board is green, which is nice, but the spread is what caught me — AI Chip sitting +11.01%, SpaceX Ecosystem +10.52%, Weight Loss Drugs +10.35%, all the way down to Metaverse at +9.73%. Like a 1.6% gap top to bottom. That's not a wall of parabolic chips, that's a market where everybody's up a little and nobody's up a lot.That backward-looking number matters to me mostly as a crowding read. A theme at the top just means it's the most-run, not the safest. With the AI-semi names giving some back on the CapEx and self-chip chatter this week, I half expected AI Chip to be way ahead or rolling over — instead it's just middle of a tight pack.The reason I keep opening moomoo's Investment Themes is I can tap any of these baskets and actually see the components with live prices and % moves, so I'm not guessing what's inside "Weight Loss Drugs" or "SpaceX Ecosystem." If the defensive stuff starts leading next, that'd tell me more than the ranking does today. What's topping your YTD sort?

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