I do believe in sector rotation, and the recent move into healthcare confirms that. UnitedHealth and Merck are showing strength, while some big tech names like Nvidia and Microsoft face pressure. That said, Apple stood out during the tech dip and is gaining momentum. With its focus on AI integration and a breakout above the 50-day moving average, I think Apple has strong catch-up potential.
I remain cautiously bullish on July, especially with the Nasdaq’s strong seasonal track record. While trimming positions in overbought names, I’m still holding quality tech like Apple.
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- dimpy·07-03TOPYour insights on sector rotation are spot on.1Report
- JimmyTurner·07-03TOPCautious optimism1Report