Friday wasn’t just a strong start to 2026. It was a clear rotation signal. While SPY closed red, the real story was underneath:
• Semiconductors exploded (NVTS +10%, MU +8%, ASML +8%)
• Bitcoin reclaimed its 50-day MA for the first time since October
• Energy quietly reversed after its worst year since 2020
• Former 2025 darlings (PLTR, TSLA, AMZN) were sold
This is what early bull phases look like:
❌ Old leaders distribute
✅ New leaders emerge quietly
Most traders miss this phase because they’re watching the index…not where capital is actually rotating.
Which theme do you believe leads Q1 2026?
A) Semiconductors / AI infrastructure
B) Bitcoin & miners
C) Energy reversal
D) Space & defense
E) China tech rebound
👉 Free members: this is the why.
👉 Inside the paid group, we map the exact names, levels, and options flow behind each theme — before they show up on FinTwit.