The John Johnston Lounge

Tech Stocks Fall! Rotation to Small, Mid Caps + Value?


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Big tech stocks, other tech stocks, and especially chip stocks have been falling in the stock market recently. Is this a temporary blip, or a market rotation to small caps, mid caps, and “value stocks”, or something else? I investigate.


 Related videos:

The Stock Market ‘Great Rotation’ To Small Caps!

https://youtu.be/Blev9SyBfVI


The Bull Case For Small Caps: Tom Lee + Goldman Sachs

https://youtu.be/VTCaMcppLXM


Has The Stock Market Just Flipped To Small Caps?

https://youtu.be/VUz2Vme3P9I


Referenced videos

Small, mid, value, yield: is "the rotation" taking hold?

https://youtu.be/g7qq5Dhx0KU


We're seeing a broadening of the market favorable to small cap stocks: Needham's Chris Retzler

https://youtu.be/3-ZBE1lgHIM?si=PRlMteuUboEGQE8T


For more on small and mid cap stocks, join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue



Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

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