Soccer is the hardest sport in the world to play. To put it in perspective you can take any active NBA/NFL player and they would not one who be able to get by me and score I havenโt touched a ball in 3 years. Iโd put 100k on it.
Itโs hilarious how bad a top NFL or NBA player looks tryna play soccer ๐
The US starting 11 are some of the best athletes the country has donโt fantasize about how good these other athletes would be at soccer prolly not that good.
ROTATION SCANNER | May 29, 2026 | Week 12
$IGV +5.3%. The largest software move in our scanners history. $DELL +33%. Gold +1.5%. 7.0% spread.
Leader: $IGV (Software) +5.3%
Laggard: $XLP (Consumer Staples) -1.7%
Spread: 7.0%
In twelve weeks and over sixty scanner readings, $IGV has never moved like this. Not once. The previous record for software was +2.5% yesterday. Today nearly doubled it.
The catalyst: $DELL +33% on AI server demand and cloud infrastructure earnings. The $DELL beat repriced the entire software and cloud stack in a single session.
SECTORS
$XLK (Tech) +2.1%
$XLF (Financials) +0.8%
$XLE (Energy) -0.9%
$XLV (Healthcare) -1.3%
Tech dominates. Financials green. Energy and healthcare sell. The growth vs defensive rotation is clean: buy tech and finance, sell energy and healthcare.
FACTORS
$VLUE (Value) +1.4%. Factor leader.
$MTUM (Momentum) +0.4%
$QUAL (Quality) +0.1%
$USMV (Min Vol) -0.4%. Only red factor.
Value leading at +1.4% while min vol is the only red factor. When value leads and defensives sell, the market is adding risk. Not hedging.
THEMATIC. All Green.
$IGV (Software) +5.3%. Session leader. Record.
$ITA (Defense) +0.6%
$XBI (Biotech) +0.5%
$SOXX (Semis) +0.2%
$IGV at +5.3% while $SOXX at +0.2%. Software leads semis by 5.1 percentage points. For two weeks semis led while software lagged. The hardware/software decoupling has reversed direction. The market is saying the AI capex cycle has moved from hardware to software. $NVDA confirmed the hardware demand. $SNOW confirmed the cloud demand. $DELL confirmed the server demand. Now the software layer is being repriced.
MACRO
$GLD (Gold) +1.5%
$SLV (Silver) +0.1%
$TLT (Bonds) flat
$USO (Oil) -1.2%
Gold surging at +1.5%. The safe haven bid and the risk trade can coexist when the catalyst is geopolitical uncertainty (Iran 60-day deal) plus falling real yields. Oil continues to sell on the Iran peace premium fading.
$XLP at -1.7% is the session laggard. Consumer staples and healthcare are the two most defensive sectors. When defensives are the only sellers on the scanner, the institutions are rotating out of safety and into growth. The positioning is clear.
The AI capex narrative this week: $NVDA beat (May 20). $SNOW surged (May 27). $DELL exploded (May 29). Three confirmations. Hardware. Cloud. Servers. Now the software layer gets repriced. $IGV +5.3%.
Week twelve. The scanner shows you where the money is going before the price catches up.
@SkyedOKC Spurs. Wemby got a point to prove and JB got an entire state on his back. Two teams with practically no finals experience would make for an insane series
โFor Iran, the Clock is Ticking, and they better get moving, FAST, or there wonโt be anything left of them. TIME IS OF THE ESSENCE!," Trump has said: