SPY — expert X mentions
SPY
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Summary
Mixed — cautious with tech weakness, but some see opportunity and note SPY near all-time highs.
• Tech and semis are under heavy selling pressure, with QQQ down over 7% from highs while SPY is only 2.3% off its peak ().
• Rotation out of tech into retail, healthcare, payments, and dividend names is the dominant theme ().
• VIX spiking above its 200-day moving average and SPY breaking below its 50-day moving average signal short-term bearish momentum ().
• Some traders advise against selling into the panic, recommending waiting for a 10%+ relief rally to adjust positions ().
• The selloff in semis feels sentiment-driven rather than fundamental, and big tech may increase capex next quarter to calm markets ().
• A few authors remain bullish long-term, noting SPY is only $8 from its all-time high and calling the pullback a "reset" (, ).
• Split on strategy: one trader is eyeing tech buys once a low forms, while another warns of further weakness into September (, ).
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mentions in the last 7 days
Authors
Signal
I am trying my best to make sure each of you survive until technology can find a low. Since the top on 6/15/2026: Our core portfolio: +2.41% $SPY: +0.22% $QQQ: -2.97% $XLK (pure tech ETF): -5.14% Many people are down -10% - 30% in the last few weeks. We are surviving and holding up very well. I plan to rotate heavily back into tech once I see a low in place.
$SPY ATH high is $760, we are at $752 It’s not as bad as you think it is.
The last five years tell an interesting story. $SPY: +73% $ARKK: -36% Sometimes the simplest strategy ends up outperforming the most exciting one. Food for thought. https://t.co/NfSDGywMLa