6/28/2026 Friday Recap: Bulls see rotation. - We finally saw some rotation back into software on Friday. $FROG $DDOG $PANW leading the way. - $UFO another group that also got a bounce back on Friday but 1 day doesn't make a trend $ASTS $LUNR $RKLB $PL - The rotation has been strong into Genomics for the better part of a month. A bit extended here but a group worth monitoring. $ARKG $GH $TWST $TXG - $XBI $IBB $PPH $XLV has also been a recipient of that strong rotation $APGR $MRNA $ $LLY $MRK - Homebuilders have also been coming to life. $XHB $ITB $GRBK $TOL $PHM. - Airlines have been a beneficiary of crude oil coming back down. $JETS $AAL $UAL $DAL - $MAGS still living below the 200sma and not much worth talking about until they can reclaim their year long average. - US Dollar is in
View on X ↗