Semiconductors have dominated the conversation for months. However, Charlie Moon believes the next big opportunity is forming in a part of the market where most traders aren’t really looking.
On the Schwab Network this week, he laid out a case for a group of stocks that were quietly left behind during the semiconductor rally, and are now starting to show signs of life.
His take? The rotation is already unfolding…
But for short term traders, Charlie says the window to act might be narrower than it looks.
The analysis, insights, and strategies shared by Prosper Trading Academy’s coaches in Prosper Insider are strictly for educational and informational purposes only. All content reflects the personal opinions of the coaches and should not be construed as specific investment advice or recommendations. Any examples discussed are illustrative in nature and do not represent actual live trade signals or instructions to buy or sell securities. Trading involves risk, and individuals should carefully evaluate their own financial situation before making investment decisions.
Charlie covers:
- Why he believes capital is quietly rotating out of semiconductor stocks
- The software and cybersecurity names he believes are coming back to life
- IBM’s move from 52-week lows to 52-week highs in two weeks
- What Nvidia’s strength as the “Pied Piper” of AI means for stocks following it higher
- His word of caution to short-term traders in this news-driven environment
