As The AI Trade Tarnish, Healthcare & Energy Offer A Rotation Heaven
Added 2025-11-12 07:20:44 +0000 UTCMarket Recap:
0:00 Intro
0:55 Market Performance: Value Rotation
2:55 Heat Map: MCD Shines
6:45 Commodities: Nat Gas Or EQT?
8:35 Options: ORCL Rebound & VIX 20
12:33 Charts: Big Test To Inverse ABC Tomorrow
23:30 Outlook: CSCO & CRCL
Comments
Thank you
DirtyDan1961
2025-11-13 00:02:41 +0000 UTCGarden variety pullback exaggerations and delusions. The AI theme is about funding the build out. NVDA upped to $350 PT. .gov opening today. This is a no-brainer.
Jiffy
2025-11-12 12:49:00 +0000 UTC
