Rotation people!! How to spot it:

Think back to january…we witnessed a HUGE rotation from software into semiconductors.

Thinking logically…that big $$$ that rode semis to ATHs is going to eventually take profit and rotate elsewhere.

Not saying the semiconductor run is https://t.co/ytJTA5yRbQ” / X

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Rotation people!! How to spot it: Think back to january…we witnessed a HUGE rotation from software into semiconductors. Thinking logically…that big $t ha t ro d ese mi s t o A T Hs i s g o in g t oe v e n t u a ll y t ak e p ro f i t an d ro t a t ee l se w h ere . N o t s a y in g t h ese mi co n d u c t orr u ni so v er, b u t so f tw a resee in g so m ere n e w e d s t re n g t hmak es m e t hink w e^{'} re in t h ee a r l ys t a g eso f a s h or tt er m ro t a t i o n o u t o f se mi s . T h e q u es t i o ni s ... in t o w h ere ? F i rs t, h o w c an yo u t e llw h e n ro t a t i o ni s ha pp e nin g ? - f or m er l e a d erss t o p re a c t in g w e llt o g oo d n e w s - re l a t i v es t re n g t h s t a r t ss hi f t in g - w a t c hin g maj or ETF f l o w s (seescree n s h o t) - l e a d ers hi p na rro w s b e f orero t a t i o n (1 - 2 s t oc k sc a rry in g t h e w h o l e t h e m e) - n e w na rr a t i v ee m er g es + se x i ers t ory - e x p an s i o nha pp e nin g ina d i ff ere n tt h e m e T h ec a v e a t i s d o n^{'} t b e t ooe a r l y t oro t a t eo u t o f t h es t ro n g t h e m e ... w ai t f orco n f i r ma t i o n o f w e akn ess + l o w er hi g h s . S o m es a u ce :> g o t o f in v i z > mak e a w a t c h l i s t o f a llt h e t o pETF s > r ankb y p er f or man ce (w ee k, m o n t h, Q) > see w h ere t h es t re n g t hha s b ee n o n l o n g er t im e f r am es > see w h ere t h es t re n g t hi ss t a r t in g t o a pp e a ro n s h or t er t im e f r am es G i v esyo u ani d e a o n w h ere$ has been + where $$$ could be rotating into…so you can focus some attention to potentially find the next leading sector.

원문: https://r.jina.ai/https://x.com/investingluc/status/2052445415417458796

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Rotation people!! How to spot it:

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