Jun. 10 at 1:54 PM
Relative strength is where the money stays in this market
While most names chop around, these continue to hold up or push higher:
$CRDO - clean momentum, still trending strong in semis infrastructure
$UNH - defensive king, steady bid even in volatility
$APH - data center / interconnect exposure, AI tailwind intact
$ALAB -high-beta AI infrastructure play, buyers still active
$OSCR - healthcare disruptor, showing surprising upside resilience
This is the tape telling you where capital is rotating.
Not everything is running-but these names are refusing to break down. That’s where focus belongs in this environment