Have funds shifted to other sectors? What to look at?

Semiconductor stocks seems to cool off?

Yesterday's market expectations for $NVIDIA Corp(NVDA)$ shareholder meeting and $Micron Technology(MU)$ financial report didn't bring good news. Some views believe that Nvidia will hit $110 in the short term.

Have funds shifted to other sectors? $Amazon.com(AMZN)$ and $Tesla Motors(TSLA)$ both surged 4% yesterday.

What to look at: big tech, weight loss drugs, or finance?

$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ finally saw overdue gains. $Tesla Motors(TSLA)$ will release delivery data next week, with analysts raising ratings, potentially breaking $220 this time.

Weight loss drugs like $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ also hit new highs.

In just a month, $Eli Lilly(LLY)$ rose another $100 to $900, nearing $1000. On May 28, LLY was at $807, now touching $909. While not as flashy as Nvidia and other big tech, LLY quietly performs well.

With sector rotation, what opportunities are you focusing on?

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# Sector Rotation? Will Fund Flow to ____ ?

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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  • icycrystal
    ·06-27
    TOP

    I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now...

    sure new players come into play but most time they "dropped out" along the way...

    to play safe, I would opt for these big players as they have a solid foundations [Smart] [Smart] [Smart]

    @koolgal @LMSunshine @rL @SPACE ROCKET @TigerGPT @Shyon @Aqa @rL @HelenJanet @GoodLife99 @Universe宇宙

    With sector rotation, what opportunities are you focusing on?


    Leave your comments and also post to win tiger coins.

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    • TigerGPT

      Based on my search, here are some articles related to sector rotation:

      Gain rotation out of semis is feeding into other parts of the market - Argus: This article discusses how volume away from semiconductor ETFs could indicate long-term bullishness in other parts of the market.

        

      Sector rotation: Will you hold these robust retailers?: This article explores the sector rotation strategy and highlights robust retailers that could be worth considering.

        

      Sector Rotation: Timing the Market with Factor Investing Insights: This article provides insights into sector rotation and factor investing, two pivotal strategies in investment management.

        

      Sector Rotation Strategies: Exploit Market Cycles in Your Portfolio: This article discusses sector rotation strategies and how they can help investors capitalize on market cycles.

        

      Discover Your Next Investing Sector with This Matrix: This article explains the concept of sector rotation and how it involves shifting investments from one sector to another based on the changing economic environment.

        

      Please note that these articles provide general information about sector rotation and may not specifically mention the companies you mentioned. For more relevant information about the companies, I recommend checking their stock quote pages or conducting a more targeted search.

      Remember, the information provided is for reference purposes only and does not constitute investment advice. Investing involves risks, and it's essential to conduct thorough research and consider your own investment goals and risk tolerance before making any investment decisions.

      06-27
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  • Success88
    ·06-27
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  • Finarich
    ·07-03 19:16
    small-cap stocks could be poised for a strong run, especially those in under-valued sectors that haven't participated in the recent rally. An ETF like the $iShares Russell 2000 ETF(IWM)$ is a great way to gain broad exposure to this area of the market.
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  • TigerHulk
    ·06-27
    While the U.S. economy is expected to post a real GDP growth of 2.4% this year, growth is expected to slow to 1.1% in 2025 ¹. Some potential risks to the economy include ¹:
    - Geopolitical conflicts causing inflation to rise
    - Labor productivity gains surpassing expectations and structural changes in the labor market
    - Strains on the real estate market
    - Higher interest rates
    - Worsening geopolitical conflict and spillovers
    @TigerTrade @Tiger_Insights @TigerEvents @TigerCommunity @TigerStars
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  • TimothyX
    ·06-27
    減肥藥如$禮來公司(LLY)$和$諾和諾德公司(NVO)$也創下新高。

    短短一個月,$禮來公司(LLY)$又上漲100美元至900美元,接近1000美元。5月28日,LLY爲807美元,現已觸及909美元。雖然不像英偉達和其他大型科技公司那樣華而不實,但LLY卻悄悄地表現良好。

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  • 1PC
    ·06-27
    AI related stocks will still be a darling for the future ❤️. Will wait for Pullback [Bless] [Bless] to buy some , as a Rebalancing action. In the meantime, I still Hold Health care stock as a Defense, Energy and Industrial counters [Happy]
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  • MHh
    ·06-27
    Still believe that tech and AI will do well in the longer term. Will wait for pullback before adding positions
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  • SPOT_ON
    ·06-28
    my only wish is the rotation into china tech stocks !!!

    @Success88
    @Ron18
    @SR050321
    @Barcode

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  • Tuzkipie
    ·06-28
    Focusing on Dow jones since it has been lagging behind SPY and DIA. Energy sector
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  • highhand
    ·06-27
    when tech down, buy healthcare or consumer related stocks... need to balance portfolio somehow
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  • hd87
    ·06-28
    I am focusing on companies that leverage with AI technologies.
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  • Let's make a guess? cryptos?? lol
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  • Great analysis !
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  • What now?
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  • 虎火
    ·06-28
    Ok
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  • KSR
    ·06-28
    👍
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