Hardware, Hikes, and Small Caps: The 2026 Great Rotation

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1650. Host Barnaby Bullmarket analyzes the shifting market landscape as the U.S. celebrates its 250th anniversary. This episode explores the transition from megacap software to AI hardware, the economic boost from the 2026 World Cup, and strategic portfolio adjustments in response to a hawkish Federal Reserve.

Episode metadata supplied by the publisher feed · Published Jul 4, 2026

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Hardware, Hikes, and Small Caps: The 2026 Great Rotation

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