amit
2025.12.15 16:48

market just feels exhausted tbh

no major headlines but once again seeing a rotation from tech to financials/healthcare

$Broadcom(AVGO.US) and $Oracle(ORCL.US) continue down and pulling all the datacenter plays with them

the crazy thing is, the S&P is within 1% of all time highs

so you can’t even be mad at the market with this price action…it just might not be that monster run towards the end of the year but still would be a great year

however, these last 2 weeks of December are the best weeks of the year so maybe seasonality comes into play

CPI and jobs data this week, outside of those, no other major catalyst as we got the rate cut last week and earnings are done

Source: amit

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