🗺️ $SPX heatmap: green underneath, red on top. Rotation, not risk-off 🧵 🟢 SEMIS EQUIPMENT RIPPING: $AMAT +5.26% 🔥 $KLAC +3.98% 🔥 $LRCX +3.02% 🔥 $MRVL +4.

🗺️ $SPX heatmap: green underneath, red on top. Rotation, not risk-off 🧵 🟢 SEMIS EQUIPMENT RIPPING: $AMAT +5.26% 🔥 $KLAC +3.98% 🔥 $LRCX +3.02% 🔥 $MRVL +4.43% | $AVGO +1.57% | $MU +1.10% 🟢 MEGA-CAP WINNERS: $META +3.36% | $ORCL +3.91% Industrials green: $GEV +1.66% $DE +1.35% 🔴 THE DRAG: $AAP…