Disclaimer: Nothing I say or p

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

Yes just like the headline said, embrace the rotation, not fear it like everyone else. I have been anticipating this for a long time, and the wheels have finally started turning. Whales are profit taking from the tech sector and re-directing their money to less loved industries like Healthcare, Utilities and Consumer Staples.

How long will this movement last I am not sure. But I am definitely profiting from some short positions on extremely high valuated tech companies. Follow where the money flows, market seldom reward naysayers. =)

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

Modified in.06-27

2026 Mid-Year Review: What Did You Miss in H1, and What’s on Your H2 Watchlist?

2026 is already halfway through, and the first half of the year has given investors plenty to talk about. AI remained one of the most important market themes, but the story kept expanding. It was no longer just about GPUs or mega-cap tech. Some stocks kept breaking new highs. Some names suddenly became market favorites after earnings. And for many investors, H1 2026 probably came with at least one familiar feeling: “I saw it… but I didn’t buy it.” Which stock do you regret not buying in H1 2026? And what’s on your H2 2026 watchlist?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Please do your own due diligence before making any investment decisions.\n \n \nYes just like the headline said, embrace the rotation, not fear it like everyone else. I have been anticipating this for a long time, and the wheels have finally started turning. Whales are profit taking from the tech sector and re-directing their money to less loved industries like Healthcare, Utilities and Consumer Staples. \n \n \nHow long will this movement last I am not sure. But I am definitely profiting from some short positions on extremely high valuated tech companies. Follow where the money flows, market seldom reward naysayers. =)\n \n @PawsAndProfits -&nbsp;Specialist in combining FA and TA for Options selling and Swing trading.<img src=\"https://community-static.tradeup.com/news/7a7dbb4e0cebaf2be35b1536c2f0070b\" tg-width=\"997\" tg-height=\"489\"><img src=\"https://community-static.tradeup.com/news/18dc61af80ce0f3e795837d7392f6d64\" tg-width=\"970\" tg-height=\"514\"></body></html>","htmlText":"<html><head></head><body>Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.\n \n \nYes just like the headline said, embrace the rotation, not fear it like everyone else. I have been anticipating this for a long time, and the wheels have finally started turning. Whales are profit taking from the tech sector and re-directing their money to less loved industries like Healthcare, Utilities and Consumer Staples. \n \n \nHow long will this movement last I am not sure. But I am definitely profiting from some short positions on extremely high valuated tech companies. Follow where the money flows, market seldom reward naysayers. =)\n \n @PawsAndProfits -&nbsp;Specialist in combining FA and TA for Options selling and Swing trading.<img src=\"https://community-static.tradeup.com/news/7a7dbb4e0cebaf2be35b1536c2f0070b\" tg-width=\"997\" tg-height=\"489\"><img src=\"https://community-static.tradeup.com/news/18dc61af80ce0f3e795837d7392f6d64\" tg-width=\"970\" tg-height=\"514\"></body></html>","text":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Yes just like the headline said, embrace the rotation, not fear it like everyone else. 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Follow where the money flows, market seldom reward naysayers. =) @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/579432728134704","repostId":0,"isVote":1,"tweetType":1,"viewCount":525,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":653,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/579432728134704"}