Chips, Cuts, and the Consolidation Play

Episode 1490 of the The SPY Trader podcast, hosted by Manoj Sharma, titled "Chips, Cuts, and the Consolidation Play" was published on January 17, 2026 and runs 3 minutes.

January 17, 2026 ·3m · The SPY Trader

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Summary

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 Description

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).

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