Chips, Cuts, and the Consolidation Play

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1490. The market consolidated near record highs amid a sector rotation fueled by blowout TSM earnings and massive semiconductor investment. Cooler CPI data solidified the soft landing scenario and rate cut expectations. This signals a broadening rally, confirmed by strong smallcap performance (IWM). The actionable plan recommends buying dips in broad indices (VOO), overweighting IWM, and maintaining exposure to the structurally booming chip sector (XLK).

Episode metadata supplied by the publisher feed · Published Jan 17, 2026

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Chips, Cuts, and the Consolidation Play

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