What looks like market chaos is actually capital rotating with intention.
Here’s what changed:
• Defense names are getting bid on rising geopolitical tension
• Software is reclaiming leadership after earnings killed the AI panic
• Crypto is in extreme fear (9/100) — historically a contrarian zone
• Homebuilders are breaking out as rate expectations stabilize
It’s a selective, catalyst-driven market. The traders who win here:
✔️ Trade leaders, not laggards
✔️ Respect key levels
✔️ Let volatility come to them
If you’re still reacting to headlines, you’re already late.
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