semis weak again
photonics full on rugpull todaymemory flat, neoclouds flatwhat's green? software, hyperscalers, financials, healthcare, and defense nameshonestly just feels like a simple shift with the names that were stuck all year now breaking out and the names that broke out are consolidatingif oil didn't spike 5% today then maybe more high beta names would have been green, but not really unhealthy price action with SPY trading at all time highsSource: amit
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