Jul. 13 at 7:53 PM
The Rotation is happening and everyone hates it.
While retail investors panic over profit-taking in Semis, AI, and Tech Infrastructure, the smart money is quietly moving somewhere else.
Rotation out of extended tech themes isn't bearish - it is structural oxygen for a broader bull market. Very healthy.
Look at where capital is aggressively flowing into instead:
New Momentum Sectors:
• Software & Enterprise Data
• Healthcare & Biotech
• Industrials & Defense
• Financials & Payment Infrastructure
• Energy (Oil & Gas- US & IRAN )
If you are only watching Semis and AI, you are missing the real generational setups breaking out right now.
My Top 7 High-Conviction Stocks For This Rotation:
Enterprise Tech:
$SNOW
$SHOP
$DDOG
$IOT
The market isn’t dying. It’s rotating.
I put together a healthy watchlist for you guys to monitor and execute.
The top performers on this image show exactly where structural strength is consolidating for the rest of Q3.
