John

[Scott Redler @RedDogT3]

📺 HOW SUSTAINABLE IS THE SOFTWARE ROTATION? + DON'T BUY SEMIS UNTIL YOU SEE THIS

Try my Power Plays FREE for one week (July 20–24) – https://t.co/onuoqYAoQ0

In this Short video, I explain why traders should pay close attention to the latest sector rotation before making their next move.

While semiconductors have dominated the market for months, institutional money is beginning to flow not only into Mag7 but also into software, creating a new set of opportunities for active traders.

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One of the biggest clues came after $IBM earnings.

IBM sold off sharply, but instead of dragging the entire software sector lower, buyers stepped aggressively into names like $MSFT.

That relative strength was an early signal that institutions were treating IBM's weakness as company-specific rather than a reason to abandon software altogether.

#Microsoft followed through with a strong rally, while other software leaders like $PLTR, $NOW, and $CRM also started attracting buyers.

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Successful traders don't stay married to yesterday's winners.

Just a few months ago, memory $MU $SNDK and semiconductor $SOXX stocks were leading the market.

Now, leadership is shifting, and active traders need to adapt rather than force trades in weakening sectors.

Following the money (not the headlines) is often the key to staying on the right side of the trend.

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This Short video also serves as a warning for semiconductor investors. $SOXL

You need to respect technical support levels and follow disciplined risk management rules, such as exits below the 18- and 21-day moving averages.

Stocks that repeatedly test major support can become increasingly vulnerable, and if key levels fail, much larger declines can follow.

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So, software $IGV is showing improving relative strength while parts of the semiconductor space remain under pressure.

Rather than automatically buying every dip in semis, you should watch where institutional money is rotating and let price action determine where the next leadership group will emerge.

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If you found this helpful, please ❤️like and 🔁retweet

[John @jdubneely]

@shairnn 18

[John @jdubneely]

@WhiteHouse @SecDuffy @grok who makes these

[John @jdubneely]

@KobeissiLetter @grok is alibaba benefiting?

[John @jdubneely]

@wealthmatica @theaiportfolios @grok what should the stock price be if that’s achieved?

[John @jdubneely]

@Dilekk344 28

[The Kobeissi Letter @KobeissiLetter]

The US leveraged ETF market trading volume is exploding:

The total notional trading volume across US-listed leveraged and inverse ETFs surged to $90 billion on Tuesday, the highest on record.

This figure has more than TRIPLED over the last 12 months.

To put this into perspective, this represented ~50% of all assets under management across the entire leveraged and inverse ETF universe.

The 3x leveraged short semiconductor ETF, $SOXS, alone traded over 1.3 billion shares, the 3rd-largest single-session volume for any US-listed ETF over the last 20 years.

This is only behind the 2x leveraged long Nasdaq 100 ETF, $QLD, and the 2x leveraged long S&P 500 ETF, $SSO, both of which set their records during the 2008 Financial Crisis.

Risk appetite has never been higher.

[John @jdubneely]

@commonsensebull @Varneyco @grok @grok what is he buying

[John @jdubneely]

@commonsensebull @Varneyco @grok please summarize this

[John @jdubneely]

@wealthmatica Wouldn’t this be a competitor of $zeta?

[John @jdubneely]

@DeItaone @grok what is on qeshm island

[John @jdubneely]

@KobeissiLetter @grok does this benefit ethereum or hype or solana more

[John @jdubneely]

@DeItaone @grok what could this be about

[John @jdubneely]

@ScottTheCowGuy @SethDenson @commonsensebull @fitz_keith @getstayretired @Jeff_Sica @AshleePitzl @OfficialRFDTV @CowGuyClose Where is the link?

[John @jdubneely]

@kevinolearytv @grok when was this interview

[John @jdubneely]

@DeItaone @grok which firm

[John @jdubneely]

@KobeissiLetter @grok what companies benefit the most from this

[John @jdubneely]

@dMatrix_AI Start making money.

[The White House @WhiteHouse]

We don't have to live like this.

Two innocent women were brutally stabbed by an illegal alien from El Salvador.

This is the direct result of Democrats’ failed policies that put American lives at risk. Innocent Americans should never pay the price for Democrat lawlessness.

[John @jdubneely]

@WhiteHouse lol those are AI