Apr. 29 at 3:18 PM
Watching a clear cross-sector rotation unfold in real time—this is the kind of tape that tells you where risk is being re-priced, not just traded.
Space names are getting hit hard while capital is rotating selectively into the AI semiconductor supply chain.
Space:
$ASTS,
$RKLB, FLY, LUNR, MDA showing pressure and sharp swings
Defense:
$AVEX, ONDS, RCAT also seeing volatile two-way action
Meanwhile, the real bid is staying sticky in memory + upstream AI hardware:
$MU and SNDK pushing higher (+4% / +9%)
$LPK and SOI extending even stronger moves (+12% / +18%)
This isn’t random flow—it looks like capital rotating from “story beta” into “AI infrastructure certainty.”
Key question for traders: is this just a short-term factor rotation… or the start of a broader re-rating of the AI supply chain?
Tape says momentum is still alive—but leadership is narrowing fast.
Curious about the full approach?👉 Check the @MeanReverter_
