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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
Rotation, not broad de-risking, defines SPX tape
S&P 500 -~2% last week, 50dma broken; A/D line hit ATH and 65% >200dma. AI -4.52%, non-AI +2.31%; Semi Index -7.9% on capex/leverage stress.
Watch JOLTS/NFP/ISM, Iran-oil. $SPX $SOXL #AI
2026-06-29T00:39:30.376Z