Disclaimer: Nothing I say or p

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

Mid-Year 2026 Review: US Stocks Best Quarter Since 2020! What Leads in H2?

The S&P 500 rose 1.65%, with the Nasdaq and Dow also hitting fresh records, locking in the strongest quarterly performance since 2020. U.S.-Iran tensions reduce geopolitical risk, coupled with rising rate-cut expectations driving capital rotation out of gold and other safe havens into risk assets. High-beta tech, space, and semiconductor stocks surged in the risk-on environment. With valuations and sentiment both elevated following the quarter-end highs, can the rally extend into H2? Do you see this as the launchpad for new highs, or the right moment to take profits?

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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Please do your own due diligence before making any investment decisions.\n \n \nYes 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. \n \n \nHow 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. =)\n \n @PawsAndProfits -&nbsp;Specialist in combining FA and TA for Options selling and Swing trading.<img src=\"https://community-static.tradeup.com/news/7a7dbb4e0cebaf2be35b1536c2f0070b\" tg-width=\"997\" tg-height=\"489\"><img src=\"https://community-static.tradeup.com/news/18dc61af80ce0f3e795837d7392f6d64\" tg-width=\"970\" tg-height=\"514\"></body></html>","text":"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. 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