Jul. 1 at 9:26 PM
Bifurcation in Tech? No Problem. Tech continues to show minor consolidation, bit by bit, Software, then Mag-7, now Memory/Semis. Yet has done so in a way where market indices have largely avoided weakness
Great recovery in
$AAPL $META and some much needed stabilization in MSFT to help Roundhill's Mag-7 ETF
$MAGS start to trend back higher this week
As i discuss in tonight's note, this is beneficial towards Tech despite Semi weakness as other sectors continue to play catch-up.. Fins, and most importantly, Healthcare - Much more in tonight's note and a 10-min video. https://fundstrat.com/Mark