BIG RANGE TODAY! HERE IS THE WATCHLIST FOR TOMORROW!!

SOXL bearish engulfing today. SOX went from 255 to 204. MU reversed from pre-market highs. SNDK got a $2,300 upgrade and finished flat. The semiconductor trade is showing cracks.

But data centers ripped into the close. APLD, NBIS (Leopold 6% position announced), RIOT, IRNT — all cooking while semis were selling.

When one sector deflates and another absorbs the money the same day, that's not a top. That's a rotation. Follow the money.

Full watchlist and video breakdown on The Bull Sheet:

🔗 https://thebullsheet00.substack.com/p/the-semiconductors-reversed-hard

Are you seeing the rotation into data centers in your scans? Or are you still focused on semis? What's your read on where the money is going next? Drop it below.

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