Apr. 18 at 3:34 PM
Weekly tape shows clear rotation shift starting midweek (Wednesday) — money stepping out of prior leaders from the Wed–Tue cycle and repositioning fast.
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Advertising / ad-tech names formed a surprisingly tight mini-group, with
$APP acting as the proxy leader (even though it’s broadly treated as software rather than pure media).
On the broader side,
$IGV stood out as the mean-reversion trade of the week — snapping back after a prolonged drawdown phase where sentiment stayed pressured for months amid “vibe coding” narrative headwinds and AI disruption fears around legacy software workflows.
What’s interesting: this wasn’t broad beta chasing — it was selective rotation into beaten-down, structurally intact names.
Classic market behavior: stretch → pain → reversion → fast factor rotation.
