In this short clip from Live Trading Room (Jul 1, 2026), Samantha LaDuc notes that her anticipated rotation is unfolding almost exactly as expected.
Oversold mega-cap technology has bounced sharply, led unexpectedly by Meta after it announced plans to commercialize excess AI computing capacity. That announcement boosted Meta while simultaneously pressuring NeoCloud providers and reinforcing the ongoing consolidation in semiconductors.
Meanwhile, software and Chinese internet stocks are beginning to attract institutional sponsorship, but she cautions that these moves represent the early stages of a potential trend change rather than confirmed new bull markets.
Investors should continue watching whether software can reclaim key technical levels and whether semiconductor weakness develops into a more sustained period of distribution.
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