📈 Stock Picker's Market

This is where institutions are rotating.

Sector Rotation

Right now is an inflection point in the market, as we are seeing institutions rotate throughout the sectors.

Here is where they are focusing right now:

First, is cloud names.

The CLOU ETF is forming a perfect bullish pendant and looks ready to break out.

The sector is being led by SNOW CRM and CRWD. Of the three, CRWD is the strongest and the one I would be focusing on.

Next are semiconductors.

We are actually seeing semiconductors rally - but not the AI semiconductor names.

Instead, names like MU and LRCX are the ones breaking out.

The fact that these names are lifting while others are flat (like NVDA and ASML) tells us that we are entering a stock picker’s market.

You need to understand fundamentals to choose the right stock - not just the right sector going forward.

This is also evidenced by Magnificent 7 names.

You can see that the Magnificent 7 ETF has been consolidating since the start of 2025. On the other hand, you have META which has ripped in that same timeframe.

Therefore, going forward it will be extremely important to find the leading names, not just the leading sectors.

In this video I walk through the clear leaders that you should be focusing on in key sectors.