XLK
Technology Select Sector SPDR® Fund
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Tech is going to keep ripping and continue through NVDA earnings (position in XLK)
Invested 50k yesterday in the market, should I pull it back out.
Started tracking sector breadth before entering trades.
NVDA earnings implied move at 5.6% vs 7.6% historical average
Pre-Market: NFP Day. Silver Rips (+5%), Tech Lags, and the "Retail Warning."
Pre-Market: Dow Holds 50k, Metals Bounce, and the "Data Squeeze" (Delayed NFP + CPI).
Dan Ives: I think software rips higher from here because of how oversold it is
Clear Risk-Off Day: Defensive XLP +2% vs Tech XLK −2% — A Rotation Only Seen in the 2000–2001 Dot-Com Bust and January 2025 Pre-Tariff Crash
Pre-Market Prep: "AI Anxiety" hits Software, PPI Inflation & Big Oil Earnings tomorrow.
Pre-Market Analysis: The "Hardware Trade." Why Copper & Gold are rallying while Big Tech splits.
Dow, S&P 500, Nasdaq post double-digit gains in 2025 as AI trade powers market once again
Which sector do you think will be the big focus in 2026?
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy something else?
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy SPYM or something else?
Trump's China meeting and the 29th/30th earnings calls make the next 3 days the safest time for calls in a while.
Q4 or early 2026 could get really interesting – markets are at record highs on every possible metric
Feel of sector rotation: Industrials/Materials heating up, Tech cooling off
The Dow Jones Industrial Average climbed on Tuesday as investors rotated out of technology stocks to kick off the second half of 2025
A full time trader's thoughts on the market 04/06 - An analysis of price, how small caps are coming back into the fold, and a look at how tech continues to lead the market higher. Market continues to look supportive into June OPEX, possibly JULY opex
An ode to leverage: regarded or artistic?
Any advice for a noob??….
SILVER SQUEEZE CALL OPTIONS & SHARES YOLO UPDATE FOR FRIDAY, APRIL 11TH 2025
Why VOO and chill over other ETFs that outperform VOO over 1/3/5/10 yrs?
Is there any merit in investing in sector specific ETFs vs. S&P 500?
XLK: lump sum investing or sell puts to get good price
Fidelity, brokerage link and NAV funds vrs ETFs
High PE tech stocks sorted with Palo Alto, SalesForce, AMD, NVDA, ServiceNow tops the list
2023-04-27 Wrinkle Brain Plays - In the style of Velma Dinkley
2023-04-26 Wrinkle Brain Plays - In the style of Harley Quinn
2023-03-15 Wrinkle-brain Plays (Mathematically derived options plays)
Is there a free website that shows all the underlying companies' financials in the ETF?
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
DD: I plan to double my money within the next 3-4 weeks. Here’s how
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
DD: I plan to double my money within the next 3-4 weeks. Here’s how:
Looking to start buying for long term, what’s better SCHG or XLK?
Investing in (ABNDX) better than riskier/ municipal bonds?
$AAPL is the main reason we didn't see a lower leg down today with $SPY
The only guide you need going into Q2 USA Stock Market...!!!
Your guide to Q2 USA stock market. April. Here we come...!!!
Everything else is always down, but my portfolio is still usually up as a whole because of XLK
8 large-cap stocks shrink more than 50% in value; is the S&P 500 about to plunge?
$DOCU - BUY ALL DAY - $175 Monday morning
Is this a good market environment to close LEAPS and reduce leverage
XLK Call up 906% with 826% up across 3 positions. Go login to Meta whatever and talk to your boomer parents so my calls keep going up.
Is there any reason to invest in any other ETFs if you buy VTI?
Western Digital's stock soars after WSJ report of talks on $20+ billion merger deal with Japan's Kioxia
Anybody know of a way to implement a sector rotation strategy?
Why is my ticker down? Add these sectors ETF’s to your watchlist to understand the big picture
Hedging an income portfolio with growth stocks
My 1yr returns using a synthetic long LEAP strategy.
Buy the dip? What are you guys buying now that everything is red?
How do you judge a company's future success outside of financial statements?
Mentions
100% of either. These two are basically the same IMO. With the last 5/8 yrs I prefer XLK, but it's all tech stocks. But I've been quite happy with it. I hold more XLK vs VOO.
Soxx has done 35% annual returns in last 10 years. SMH 37%. Nothing wrong with adding a sector(this case sub sector) to your portfolio. ALL the Index & S&P funds have increased their weight of semis, if you feel they will continue to grow(which should) make them whatever % you want, 10%,20%, etc... XLK is 100% Tech will have more semi weight than like a QQQ.
Omg, there is a huge green hammer on XLK and im seriously porting everything to it. banbet! XLK 202 4w
\> The point is that it DOES make a difference, despite what everyone says. VOO is up 176.2% the past six years. VTI is up 169.7%, so it does make a difference, but if you are going to focus on the opportunity cost of mega-cap tech growth, this difference is not where to look. XLK is up 283% in that time span. SMH is up 731%. You can't turn back the clock. If you are sure you learned a lesson, then consider it money well spent to now be able to confidently adopt a path you like better going forward.
XLK doing the lords work lmao 📈📈
Aside from QQQ, my guess is this will be in XLK or XLI, state street’s tech and industrial sector ETFs Most likely I think it will be in XLI.
The institutional investors don’t invest in Seagate or MU directly. They invest in XLK or some AI subsector ETF or some company that supplies the chip industry, they hear an announcement like this, and they dump 5% of their AI basket with the rest of the lemming banks. Those ETFs then need to dump all proportion of their entire holdings pro rata to balance out. They’ll buy it back later this week.
Thinking a SOXX/DRAM EWY reversal. Likely go in on XLK anyway
Glad I closed my XLK trade at near max profit, it's all pulling back today.
I’m of the opinion that etfs are the way to go based on your stated desire to set and forget and the limited capital involved. That said, and your stated timeframe of 3-4 years I’d do $ 3000 VOO, $3000 in FTEC or XLK (tech focus) and 1500 in fxaix, this is a bit of a backup as dry capital to invest and average down in a downturn.
Buy the index such as XLK or QQQM, adding every paycheck and hold until you retired. No FOMO, no sleepless night. Simple, boring but effective.
Not Risky at all.... I like XLK over QQQM. VT is a no for me. IBIT, sure I have a Tiny bit, yet GLD I would Sub for.
Another day, another Shrek sausage in n XLK. This has been so easy im starting to question if the simulation will just break so im not allowed to enjoy being just a little bit wealthy.
SMH is slightly cheaper, as is QQQM, but lower MU exposure percentage. XLK is even cheaper. Those are where my MU exposure lies.
TIL googl and meta are not in the XLK. looney toons
Nasdaq and SP500 makes new ATH, but NYSE composite does not. Only 1 sector (XLK) has made new ATH since March. Unless the other sectors starts participating in this rally, I don't think it is sustainable. In fact, SP500 might have a shooting star today, but we won't know for a few days.
MAG7 are all down but XLK and QQQ are up.
This rally is hiding a lot of weaknesses. Market breadth has been narrow, with only 53% of SP500 companies above their 50day MA. Only 2 sectors (XLK and XLRE) made new ATHs after the March swoon. Unless we get a lot more participation from the other sectors, I don't think this rally is sustainable.
why would you own XLK then as well? There are funds out there with similar compositions with lower expense ratios. At the end of the day, .01% isn't going to matter materially.
My portfolio is in two parts: 1. 75% is in solid ETFs like VOO, XLK, and VTG, as long as they are in uptrends relative to the market. The guy who manages them keeps those positions. 2. In my other portfolio, I swing trade stocks, mostly in my IRA, and I literally don't care about valuation because I'm just going to hold them for a few days or a few weeks depending on how they perform.
sell QQQ, buy VGT or VUG or XLK. if you have big pending gains in QQQ, congratulations on your victory. take your prize. if you absolutely positively cannot sell your QQQ, buy puts on it.
31? I would be quite aggressive . XLK, VOO, QQQ, TOPT - That kinda stuff. I dont like international, you might as well do treasuries or CDs at that point. Current NW is 1.1M? Can you live off $40k/year? If you dump your 500k into a home, now you have 600k of investments, with a $200K loan at \~6.5% rate. Dont forget your $700K home comes with a $8400 property tax payment/year, along with maintenance. ( Where the hell is there a nice $700K home in LA anyways?) that's like any 1200 sq ft place right now. My opinion. You either need to work to have that house in VHCOL. or Don't buy the house and you can fck off to Europe, and work at your own pace.
so what color should the second lambo be? XLK refuses to get a red candle!!!
XLE up and XLK up this market is on crack lol
26M. Currently I have 8 shares of DIA, 15 SPY, 17 XLK, 16 VXUS. 10k liquid in an emergency HYSA, usually leave about 3-4k liquid in checking. No type of debt of any kind for my fiancee or me. I earn about 85k gross, contribute 8%, company matches 6% and puts discretionary 2% into a Roth 401k as well. I get 100(64) shares every year plus my regular bonus so I get about 4-6k every February, too. I have a personal Roth IRA I haven’t touched in about a decade that I used to put all my money in when I was 16 working part time, about 8k in that last I checked. My fiancee and I are both in fortunate positions family wise where whenever our parents pass we should come into 4+ million dollars. So we won’t really need money by the time we are 60. I know maxing my personal Roth is probably best but I just think I should be trying to be a little more aggressive to maximize my net worth by age 40 or 45, rather than needing to make sure I can retire at 65. Should I be doing anything differently vs just pumping 2-3k into these ETFs whenever my checking acc starts to grow more than I need it to be? Are there any other ETFs I should be looking into? I feel like I tick all the industries with these but might be overlooking something. Also don’t know if there are any medium term bonds or something I’m not considering like that that are targeted to pay off in 20-25 years.
Currently I have 8 shares of DIA, 15 SPY, 17 XLK, 16 VXUS. 10k liquid in an emergency HYSA, usually leave about 3-4k liquid in checking. No type of debt of any kind for my fiancee or me. I earn about 85k gross, contribute 8%, company matches 6% and puts discretionary 2% into a Roth 401k as well. I have a personal Roth IRA I haven’t touched in about a decade that I used to put all my money in when I was 16 working part time, about 8k in that last I checked. My fiancee and I are both in fortunate positions family wise where whenever our parents pass we should come into 4+ million dollars. So we won’t really need money by the time we are 60. I know maxing my personal Roth is probably best but I just think I should be trying to be a little more aggressive to maximize my net worth by age 40 or 45, rather than needing to make sure I can retire at 65. Should I be doing anything differently vs just pumping 2-3k into these ETFs whenever my checking acc starts to grow more than I need it to be? Are there any other ETFs I should be looking into? I feel like I tick all the industries with these but might be overlooking something. Also don’t know if there are any medium term bonds or something I’m not considering like that that are targeted to pay off in 20-25 years.
Just by a spread or a calendar spread. Nothing beats SPY. You can get those etfs like SPYG or XLK or something that mirrors SPY. Maybe SPYL? But this one is a leveraged etf which is only good for very short term trades.
I’m swimming in SPMO, SMH, and XLK
Hey at least we can agree that there is some BS. I also came to the conclusion that BOTH: 1. AI/Mag8 being fake hype and an AI bubble 2. AI/Mag8 actually disrupting SaaS with AI Can't both be true. Or at least not true to the extent that the market is pricing. Congrats on reaching 1st order of effect thinking. That makes you smarter than the average WSB regard. Sadly 1st order isn't worth much when there is 2nd/3rd/4th/5th/Nth. >Positions: Puts on QQQ, XLK, XLF. Long duration. I'll go with MSFT/MAG8/VOO + reserve of gold/STnotes. If it dips buy more. I'm also bearish on the market/economy, but being a 🌈🐻 is hard and often a loser's game. I'd rather be defensive and keep buying dips.
# TLDR --- **Ticker**: QQQ, XLK, XLF **Direction**: Down 📉 **Prognosis**: Buy long-duration Puts **Boomer Fantasy**: "AI is killing SaaS! Just build it in-house!" 👴💭 **Actual Reality**: The entire tech and AI sector is taking a massive shit together 💩🔥
VGT or VUG or XLK are good approximations of QQQ.
I bought XLK, SCHG, QQQ and VOO in different accounts. Also sold NVDA and META long-dated puts for nice premium and bought a META Dec 2028 LEAP call at $400 strike price. Meta at 16x forward earnings is a good buy, even with the recent legal setbacks.
New lows for XLK and MAGS today though.
XLK at August lows tech cooked
I had my chance. I did not move all of my VGT/XLK/QQQ into HDV. Only a measely 10% of it. And then I got complacent.
Tough time in the market but on the bright side, I'm only down -2% YTD which comparatively isn't too bad. By comparison: * QQQ: -5% * XLK: -6.3% * IVES: -8.8% * GRNY: -4.6% * ARKK: -11%
XLK breaking down rip tech bols
QQQM isn't 100% growth or tech (it's only 60% tech). If you want pure growth then buy a growth ETF (VUG, SCHG). If you want pure tech then buy a tech ETF (VGT, XLK). If I were selecting an ETF to buy one of the requirements would NOT be, "all stocks in this ETF must be traded on the NASDAQ exchange."
I have 75% of my portfolio in solid ETFs, VOO and XLK, and I swing trade 25%. I do like swing trading because I can have one foot out of the door on any position and go to cash easily.
BTC is higher now than when the war started. XLK is holding better than most other sectors. If things are going bust, one would think technology would be performing the worst. DOW Transports and IWM are still holding above their breakout levels. I think the market is looking for any excuse to rally, but can't against the current backdrop. Everything could still go bust, but right now they are holding.
Energy is only 3.5% of the S&P500, it does not move the S&P, and XLE and SPY can totally move in different directions. This is not XLK
So you beat the market by being massively overweight tech. Thats not really an investment thesis to build an ETF around. XLK and QQQ already exist for that. Investors care about alpha and risk-adjusted returns, since your port was high beta, you mostlikely underperformed on a risk-adjusted basis.
What you could also do us add one more conflunce to the mag7. Spy/qqq/(insert: XLK/XLC/IGV) the sector etf premium flow. If all 3 align with the corresponding Mag7, I’m pretty sure the probability would be really high
Kinda sorta. If XLK didn’t have Microsoft, it would be up a hell of a lot more.
If you invest $1,000 every month for 10 years, the outcome depends entirely on the *behavior* of the assets you choose, not just the contribution amount. Most people only look at average returns, but long‑term results are shaped by three forces: * **Drift** (the natural directional tendency of the asset) * **Volatility regime** (how violently it moves) * **Trend structure** (whether the asset spends more time trending or chopping) For example, broad ETFs like **VTI** or **VOO** tend to have stable long‑term drift with moderate volatility, which compounds well over a decade. Sector ETFs like **XLK** or **XLE** behave differently — tech compounds aggressively but with higher drawdowns, while energy moves in cycles tied to macro conditions. Managed‑futures ETFs like **DBMF** or **KMLM** often provide uncorrelated returns, which can smooth the ride and improve long‑term outcomes when combined with equities. If you assume a typical long‑term market drift of 6–8% annually, $1,000/month over 10 years lands somewhere around **$165k–$180k**. But if you allocate toward assets with stronger structural drift or lower volatility drag, the range can shift meaningfully higher. The key is understanding *how* different ETFs behave across short‑, medium‑, and long‑term horizons instead of treating them all the same. Curious what ETFs you’re considering for the 10‑year window?
XLK has avoided oversold levels for 222 days, 8th longest streak since 1999. 3–9M returns were positive 100% of the time, with an avg 11% gain at 3 months. Hard to be bearish.
My only regret is not trading more XLK for HDV on Wednesday.
Tech (XLK) has the highest amount of short interest in its history right now and you think MMs are going to let them print? Stop being so dum bers.
NVDA has traded down to a 16.9 FPE next FY. For context, SPY is 23.6 FPE. XLK is 30.67 FPE, QQQ is 24-30 FPE, and INDUSTRIALS are 30+ FPE depending on the source one uses. Can't make this stuff up.
Feels like every contribution right now to investment accounts just evaporates with sideways trading ranges. XLK has gone nowhere since September 2025.
Signs are everywhere. Markets don’t firm major tops with fear way up here and only 3% off a high. XLK and particularly software is way oversold. It’s getting silly out there. Last week some penny stock company released details about a vibe coded freight tool and transports and freight stocks ripped lower. Everyone some entropic vibe coded tool gets reported on software rips lower and lower. Today on cnbc someone was actually trying to argue that small businesses and enterprises can just vibe code their own cyber security software. It’s all laughable. Reminds me of when stocks kept ripping higher every time an OpenAI deal was announced. It’s all very irrational. Markets have gone sideways for months mainly because of this tech sell off. Yet indexes refuse to roll over. Small case breaking out. I think alot of retail is going to get trapped being late to short tech. Just going to lead to a keg higher.
MSFT just hovering while the rest of IGV/XLK drills to the core. I should've just stayed in my PLTR puts I guess
stand in for schx is SPY. There are also derivative based ETF's such as SPYI. SPY is the gold standard for liquidity. SCHG is a sector specific style ETF and harder to equate to a more liquid ETF, but XLK would be close. XLK is not that liquid, but does have a tradable options market. In the derivatives market there are only about \~200 or so tradeable underlyings. It's a self selecting market based purely on how liquid they trade.
40 years isn't an investment horizon. 5, 10, 15 years is. 40 years is so astronomically unpredictable that there is now sense in planning in such magnitudes. You have a lot of overlap, Yet are maybe too diversified, it might slow growth investing so broadly, if your goal is growth not security, which it seems to be... Most likely you would fair best to reduce to max. three ETFs and maybe a few select stocks you like. For what you want to invest in, I would recommend; S&P500, XLK and van eck uranium and nuclear, and some stocks u like as i said.
For now sure and the valuations stronglu reflect that, but US companies are not immune to political risk and being shunned abroad where a huge chunk of revenue comes from without getting into currency debasement in the US that will affect the value of their local income. Many Asian countries are doing amazing stuff in the tech and manufacturing sector, Europe has been lagging quite a bit but they may just start to wake up. Not having real exposure in defense and utilities right now seems weird for a large portfolio. Just my two cents, but I think you are really missing the point of diversification with those picks and should either go all in on SPY (if you want so level of exposure to other sectors) or XLK if you just are super bullish on tech, no need to try and feel better by having redundant positions.
Why not just XLK or XQQ and XEQT if you really want to overweight tech and the US. The other stuff starts to be very redundant frankly.
I get the thinking, tech has been the clear winner and leaning into your conviction is not crazy. Just be aware XLK and QQQ overlap a lot, so it’s basically one big bet expressed a few different ways. That can work, but it’s less diversified than it looks. For a 30 year hold the real risk isn’t volatility, it’s long flat periods where nothing happens and people lose patience. Even a small non tech slice can help with that without killing upside. I’ve been sanity checking similar long term setups lately and writing things down so I don’t lie to myself later. It’s on my profile if you’re curious.
I like the idea of doing either QQQ OR XLK but there is a huge over lap between them. Why not 50% Tec.to and 50% Xeqt.to?
SMH does better (significantly better) than XLK on the 1yr, 5yr, and 10yr timeframes.
Yeah QQQ/SPY (and frankly even though it's fallen a bit more, probably XLK too) being down "ONLY" XYZ level (like folks love touting) is keeping fairly significant technical damage hidden again. Maybe it won't matter but my optimism on that is low (as some would love to say "as per usual"). Timing on that may not be possible though, maybe financials/oil/etc will just rescue markets forever by continuing to run hard because the hard economic data is fine, and this year maybe ends up being... "The Revenge of the Old Economy" With the Dow up 25%+ with the XLK down 20-25%.
I mean you could get most of that with an ETF like XLK or SMH.
Psst... the S&P is not the bubble. Tech is the bubble. XLK is down almost 10% now in three days.
MAGS down -1.98% during trading hours, and another -2.28% in AH. MAGS + XLK now officially in correction.
"APH is suffering from 'Guilt by Association.' It’s heavily weighted in the same ETFs (XLK, SMH) as the big semiconductor names. When funds dump Nvidia and AMD (which they are doing aggressively this week), they inadvertently sell APH too because of how the baskets are structured. Nothing is wrong with the company itself, it’s just a liquidity event in the sector. If you liked it at $70, you should love it here. This is a classic 'baby out with the bathwater' scenario
Keep these on your watch list. XLI, XLP, XLE, XLK, XLB, XLV. XLF, XLC, XLU. Seems to be going mostly into energy materials healthcare and financials
Genuinely what the fuck is happening? Speculative stocks are down 15-20%, former leaders down 10-15%, and mega cap are down 3-5%. Data center names are all broadly -15 to -22% after every earnings call said energy infrastructure is the bottleneck and they’re all scaling to meet demand. I fundamentally don’t understand the destruction today in some of these companies. God damn XLK is down 4%…
Genuinely what the fuck is happening? Speculative stocks are down 15-20%, former leaders down 10-15%, and mega cap are down 3-5%. Data center names are all broadly -15 to -22% after every earnings call said energy infrastructure is the bottleneck and they’re all scaling to meet demand. I fundamentally don’t understand the destruction today in some of these companies. Go damn XLK is down 4%…
Defensive sector XLP was up +2%, Tech sector XLK was down -2% Happened in 2000-2001 dot-com bust & Jan 2025 (before liberation day).
This market rotation has been going on since the beginning of 2026. YTD results $XME (metals & minerals) + 19.11% $XLE (energy) + 14.82% $XLU (Utilities)+ 1.63% $XLK (cons staples) + 10.97% $XLK - (teck) minus - 1.94%
Top 4 sector performances today. It looks like a market rotation to me. $XME (metals & materials) + 4.27% $XLE (energy) +2.7% $XLU (utilities) + 1.7% $XLP (cons staples) +1.9% $XLK (tech) minus - 2.57%
If memory stonks drop it's Joe over for tech XLK
Zero gains for XLK since early October 2025.
Man whole lotta regards in here hoping for USA downfall, yet failing to see XLK just broke out of a bullish pennant and is going to fuck your puts 😂
XLK isn't adding diversity its concentrating your position into tech, what is ok if that's what you want to do But holding VTI and XLK will make you less diversified than simply holding VTI.
Currently Active Duty Army, just looking for help with my portfolio diversification and if changing anything is worth it. Currently, I have about 23k into my TSP at 100% C fund. I’m really asking about help with my Roth IRA. I have maxed it every year for, what will now be, the 3rd year. Currently, I have 100% VTI in it, but some people say it’s worth it to diversify, so just wanted to get some input about that. I was thinking about potentially doing 60% VTI, 30% XLK, and 10% VXUS, but wanted to get some input and others thoughts on it. Just trying to maximize my returns and set myself up for the future. 20 year old for reference. Any advice would be appreciated!
Maybe for the indexes, but there are things that have started the year insanely well, including metals - the SETM etf is +25% YTD (+132% in the last yr), COPP +12% YTD, COPJ +17% YTD. Even the XLE is up almost 9% YTD. Lithium, uranium mining (URNM +68% in the last year), battery metals etfs, rare earth etfs, etc - all up big over the last year. Real assets are mooning. Tech broadly not doing great (XLK down slightly for the year, MAGS -0.5%), but SOXX is up 9%.
Zero gains since October 2025 for QQQ/XLK.
Those some decisive (at the moment) gap downs in XLK, QQQ, SPY, etc.
XLK looks awesome and I am surprised I have NOT seen that before!
The ETF QQQM is 63% compromised of stocks in the technology sector. Given your interest in U.S. equities and the technology sector, a purer play would be the ETF XLK which is 100% comprised of stocks in the technology sector. A position in XLK exclusively over weights that sector to more completely align with your outlook for tech. No one can predict the future, but the technology sector tends to do well in periods of lower interest rates, which is the current direction the Fed Funds Rate is headed. I personally like the technology sector because it is one of the best sectors for growth stocks.
Basically zero gains for XLK since the start of October.
Yes, passive index investing combined with regular dollar-cost averaging means all stocks in the index will be bought proportionately on new ETF inflows. The more ETFs include a particular stock and the more money flows into these ETFs, the more that stock rises. But it’s also self-fulfilling. The more people buy MAGS ETF or XLK etc, the more the underlying stocks rise and the more people want to dollar cost into these ETFs on a regular basis or chase the stocks higher. The only thing that breaks this inadvertent self-fulfilling momentum trade is when the economy tanks. People will want to hold more cash in uncertain times so they take profits, some will lose their jobs so they can’t dollar cost average, and the near term business fundamentals at the companies weaken and they miss earnings. Then the momentum swings into reverse. We saw that in 2022-2023 and again in April 2025.
Crazy rotation today. XLK -1.8%, AVUV +1%.