The Great AI Valuation Reset

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1639. Host Sunny Sideup analyzes the market downturn on June 23, 2026, as tech stocks face a significant riskoff session and the Nasdaq slides over two percent. This episode explores the global recalibration of the AI trade, the semiconductor rout led by Micron, and the market rotation into defensive sectors like Healthcare and Consumer Staples. Sunny provides insights into the Federal Reserve's hawkish stance and offers strategic advice on navigating the Magnificent Seven's correction by shifting toward value stocks like Walmart and Eli Lilly.

Episode metadata supplied by the publisher feed · Published Jun 23, 2026

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The Great AI Valuation Reset

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