🔄 ROTATION DAY — S&P 500 heatmap, Wednesday morning 📊 Yesterday: Nasdaq record high, SOX +4.29%, AMD +10% crossing $1T, META +11%. Today: the bill comes due

🔄 ROTATION DAY — S&P 500 heatmap, Wednesday morning 📊 Yesterday: Nasdaq record high, SOX +4.29%, AMD +10% crossing $1T, META +11%. Today: the bill comes due for chips. This is what healthy profit-taking looks like. SEMIS BLEED 🔴 • AVGO -1.89% • INTC -1.83% • AMD -1.09% • MU -0.68% • SNDK -3.49%…