Sector Rotation The market is now rotating into storage and photonics. Software and fintech liquidity is spilling over. NVIDIA is no longer the only answer At the heart of the AI supply chain, a bull market rotation is happening. Core U.S. stocks: 1/ Storage MAmericaNDK, WDC, STX 2/ Photonics/Optical Interconnect COHR, LITE, MRVL, AVGO Pure plays: MAmericaNDK, COHR, LITE Big caps: AVGO, MRVL Resilient plays: SNDK, COHR, LITE, WDC, STX This post is supported by @MSX_CN A professional trading platform for U.S. stocks and other RWA assets https://(msx.com)/?code=Hl6B41