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Transcript

Not-So-Software

Is the great rotation FINALLY happening?

Sorry about the watermark over my face…but there was a reason I was rushing to get this one out…

…software finally looks ready to step up here.

IGV is breaking back above the 200dema, with cyber names leading the charge.

Now the question becomes: who follows?

MSFT and PLTR still look like prime candidates if software breadth keeps improving. And if risk appetite really starts expanding again? Don’t rule out crypto joining the party too. I’m looking at you here HOOD.

Meanwhile, patience still feels like the smarter play in XLF. The setup’s interesting, but the tape hasn’t quite given the all-clear yet. Maybe it comes tomorrow, maybe next week. But if we’re going higher, I don’t want to see financials breaking down here!

New video live now - charts, levels and the rotation thesis broken down in full.

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