The State Street Health Care Select Sector SPDR ETF (XLV) is mentioned as a sector where capital rotated into, suggesting it was not being watched.
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The creator discusses Micron Technology (MU), noting its recent 22% drop from its high. Despite the dip, th...
Jul 3, 2026
The creator discusses Micron Technology (MU), noting its recent 22% drop from its high. Despite the dip, the creator highlights a real memory shortage, Apple's price increases due to memory costs, and Micron's record-breaking quarter with significant locked-in orders extending to 2028. The drop is attributed to an exhausted trade, insider selling, a lawsuit, and a rotation of capital into other sectors like healthcare and software. The creator views the shortage as a multi-year winner but is waiting for capital to flow back into semis.
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The iShares Expanded Tech-Software Sector ETF (IGV) is mentioned as a sector where capital rotated into, suggesting it was not being watched.
Micron Technology (MU) is currently on hold as the creator waits for capital to rotate back into the semiconductor sector, despite a favorable long-term outlook due to a supply shortage.
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