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Big Tech is red today. Healthcare is green.

That may not sound like much, but this is exactly how rotations often begin.

The crowded winners start to cool off, the ignored sectors quietly stop going down, and suddenly the market begins rewarding a very different type of stock.

Today’s heatmap says a lot:

$NVDA, $MSFT, $AAPL, $GOOGL, $AMZN and $META are mostly red.

Meanwhile, $LLY, $JNJ, $ABBV, $AMGN, $PFE and parts of healthcare are green.

Maybe it is just a one-day move.

But after months of AI and mega-cap tech domination, healthcare finally showing signs of relative strength is something I am watching very closely.

Sometimes the best opportunities start quietly.

May 19
at
4:29 PM
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