PawsAndProfits
06-27 00:59
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

Yes just like the headline said, embrace the rotation, not fear it like everyone else. I have been anticipating this for a long time, and the wheels have finally started turning. Whales are profit taking from the tech sector and re-directing their money to less loved industries like Healthcare, Utilities and Consumer Staples.

How long will this movement last I am not sure. But I am definitely profiting from some short positions on extremely high valuated tech companies. Follow where the money flows, market seldom reward naysayers. =)

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.
Modified in.06-27 03:40
2026 Halftime: After AI's Wild Ride, Where Do You Position for H2?
The first half of 2026 closes with AI as the undisputed theme — but the ride was brutal. Memory supercycle plays like Micron and SanDisk delivered multifold returns SpaceX's blockbuster IPO captivated markets, and Nvidia's $25 billion raise was oversubscribed. Yet crashes and V-shaped reversals kept volatility at extreme levels. How did you perform in H1? After the frenzy, will you stay long AI hardware into H2, or rotate toward value and earnings quality?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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