EPISODE · Dec 13, 2025 · 4 MIN
Tech Tumble: Why Value is Winning Now
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1455. The market experienced a massive rotation out of technology stocks, driven by disappointing forecasts from giants like Broadcom and Oracle, and into classic value sectors like Financials and Industrials. This shift, supported by a recent Fed rate cut, saw the Nasdaq drop significantly while the Dow surged. We analyze the implications of this volatility and outline strategies for positioning in financials (XLF) and diversified tech (QQQ).
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Tech Tumble: Why Value is Winning Now
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