...don't take this rotation mania out from tech moats into poor fundamental beaten down stocks as a positive sign.
...it is to be taken as a sign that speculative mania is reaching its final Melt-Up stage- when tech moats are the only ones left that has a good/positive outlook but can't continue moving north due to overvaluation, speculative money must desperately shift into the forgotten heroes in a momentum led rally....albeit likely short-lived.
..punters will make hay while the sun shine but will get badly burn should they overstay.
..as I told you, I am just darting in and out just for 'tea money' (very small positions) riding on the back of FOMO, the stock must move plenty on the day. A lot better on Nasdaq/NYSE (where the real action is). If you must play, don't ride a stationary log, there is no time to wait.
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Usually, a spike in Value vs Growth ratio above 3% could send a warning signal to the Nasdaq 100.
