The market closed down half a percent today and it hid a bloodbath. Google cracked 5%, and the mega-caps are quietly rolling over while the semis hold the whole index up. My shorts finally paid β PLTR got taken to the woodshed. I'm still stalking $META (room to $520) and $MSTR (getting liquidated, fade every pop), and buying the semis that are holding ( INTC, $NOK, the photonics). Full breakdown: https://thebullsheet00.substack.com/p/the-mega-caps-are-quietly-breaking Is this the start of a rotation out of the mega-caps, or do the semis drag everything down too? Where do you land? π