tech sell-off cont'd. $QQQ at 712. down again. mag 7 leading the downside for the fourth straight session. openAI IPO delay, AI capex anxiety, apple raising iPhone prices. that's the exact cocktail i called weeks ago. late june, right on schedule. here's what people chased... healthcare. defensive cyclicals. staples. the rotation i told you to get into 3 weeks ago. $JNJ $UNH $CVS already in profit while the rest of the market bleeds. software is catching the same selling. $SNOW $NET $DDOG $CRWD $MDB $CRM $S all red. doesn't change the long term thesis. does change what i'm doing this week. now here's the part that u should pay attn to. micron just put up RECORD numbers. $41 billion in revenue. an absolute blowout.. market sold off the market telling you this entire trade is exhausted.
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