🗺️ S&P 500 HEATMAP DECODED: It's ROTATION, not rally. Memory rips while banks bleed. Thread 🧵 💚 WINNERS: MU +4.87%, STX +4.78%, WDC +4.35% — MEMORY ON FIRE

🗺️ S&P 500 HEATMAP DECODED: It's ROTATION, not rally. Memory rips while banks bleed. Thread 🧵 💚 WINNERS: MU +4.87%, STX +4.78%, WDC +4.35% — MEMORY ON FIRE 🔥 LRCX +2.78%, AMAT +1.66% — equipment bid WMT +2.44%, HD +2.76% — defensives ON ❤️ LOSERS: JPM -3.40%, WFC -3.76%, BAC -3.01% — banks CRU…