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"Monumental Rotation" Into Small & Mid-Caps, Memory Chips to Continue

"Monumental Rotation" Into Small & Mid-Caps, Memory Chips to Continue

Schwab Network · Schwab Network

January 26, 20266m 20s

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Show Notes

Lucas Downey with @MoneyFlowsCom points to what he calls a "monumental rotation" into the Russell 2000 as a crucial one. One aspect he sees driving investors to the index: value, with Lucas pointing to small and mid-caps having a lower PE compared to SPX peers. On the memory chip trade, Lucas expects stocks like Micron (MU) and Western Digital (WDC) to continue their rallies so long as earnings back the move.


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