The Big Ugly Rotation Out of Tech Stocks Accelerates

Lucas and Luna unpack the brutal rotation battering tech stocks in June 2026. The Nasdaq has shed 5.6 percent in five days while Berkshire Hathaway and JPMorgan are up. With the S&P 500 down 3.5 percent and the Dow off 'only' 2.5 percent, money is clearly flowing from growth into value. They examine the numbers behind the move — including the CPI print that hit a three-year high and the Iran headlines amplifying risk-off sentiment — and debate whether this is a tactical shift or the start of a deeper regime change. Plus, a look at what the surge in Berkshire and bank stocks tells us about where institutional investors are hiding. Specific data, sharp analysis, no hot takes. #TechRotation #NasdaqSelloff #ValueStocks #BerkshireHathaway #JPMorgan #CPI #Inflation #RiskOff #S&P500 #DowJones #MarketRotation #GrowthVsValue #FOMC #June2026 #Business #StockMarket #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo