The Great Rotation: Buying the Tech Dip

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1488. A tech selloff, fueled by geopolitical restrictions on chips, drives a market rotation into defensive sectors like Energy and Consumer Staples. We analyze the soft landing macro environment, discuss positive AI guidance from TSMC, and provide tactical recommendations for buying the recent QQQ decline and increasing fixed income exposure ahead of potential rate cuts.

Episode metadata supplied by the publisher feed · Published Jan 15, 2026

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The Great Rotation: Buying the Tech Dip

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