Watchlist for Tuesday!! Also we are live trding tomorrow!

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 — 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? 👇

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Watchlist for Tuesday!! Also we are live trding tomorrow!