Big Tech’s Bad Day—Or the Start of a Buying Window?

Palantir, AMD, Oracle drop fast—here’s what it could mean for the next rotation.

Good morning,

Growth and AI stocks are catching heat today—but not the good kind.

Palantir, Oracle, and AMD are all down sharply this morning, dragging growth ETFs with them. When this happens, the knee-jerk reaction is fear. But savvy traders know: high-momentum sectors pull back hard before they run again.

Here’s what we’re watching:

• Oversold leaders: Look at AI-adjacent names that crushed earnings this quarter but are now under pressure. If the pullback is ETF-driven (not fundamentals), it could be a gift.

• Semiconductor setups: Nvidia and AMD often lead semis both down and back up. If chips find support, that’s often the first green shoot before a tech rally.

• Cloud/Enterprise rotation: Oracle is dragging the cloud crowd—but these companies print cash and run tight margins. Keep an eye on volume and RSI.

Finally, as market concern grows around Big Tech concentration, the door opens for small- and mid-cap tech to absorb flows.

Use days like today to build your "next-leg" watchlist. Fear resets price—but fundamentals still matter.

Opportunity often starts in red ink. This is general information only and not financial advice. For personal guidance, please talk to a licensed professional.

One of our partners just rolled out a presentation that ties right into this called Trump’s next tech move?