🗺️ SPX OPEN: THE ROTATION. Thread. 🧵 CHIPS DUMPED 🔴 INTC -2.9%. MRVL -2.2%. AMD -1.7%. NVDA -1.4%. MU -1.1%. AMAT/LRCX -2.5%. ENERGY PUMPED 🟢 XOM +2.7%. CVX

🗺️ SPX OPEN: THE ROTATION. Thread. 🧵 CHIPS DUMPED 🔴 INTC -2.9%. MRVL -2.2%. AMD -1.7%. NVDA -1.4%. MU -1.1%. AMAT/LRCX -2.5%. ENERGY PUMPED 🟢 XOM +2.7%. CVX +2.7%. Whole complex green. SOFTWARE DIVERGES 🟢 PLTR +4.6%. PANW +1.2%. MSFT +0.5%. GOOGL +1%. DEFENSIVES 🟢 WMT +0.7%. KO +0.5%. PM +2.2%…