
The last month and half we saw a MASSIVE shift of momentum into Memory / Semiconductors / Data Center Theme $AMD $TSM $NVDA $AVGO $SMH $SOXX $MU $SNDK $WDC $STX The past 2 weeks we saw the names above slow down & Computer Hardware & other Semiconductor related stocks woke up violently $DELL $ALAB $ARM $QCOM $INTC $HPE $HPQ I believe we're very early on the rotation still and we will continue to see upside on the Computer Hardware industry Follow me & turn on the 🔔 to stay up to date on levels & more on the rotation names




