The Great Rotation: Tech Slumps as Value Soars

from The SPY Trader · host Manoj Sharma

Fresh news and strategies for traders. SPY Trader episode #1674. In this episode, Penny Wise explores the growing divide between the AIstrained tech sector and the surging 'old economy' stocks. The discussion covers the semiconductor selloff, CocaCola's revenue win, the impact of $100 oil, and tactical advice on rotating into defensive sectors and energy infrastructure while waiting for the dust to settle on big tech earnings.

Episode metadata supplied by the publisher feed · Published Jul 28, 2026

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The Great Rotation: Tech Slumps as Value Soars

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