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Sector Rotation + Semiconductors Cooled Off

By Andrew Aziz  |  
Andrew's Newsletter  |  
Jun 5, 2026
Dear Traders,
Wall street “bought the dip” once again. Both SPY and QQQ opened with a gap down from the all-time high, but traded all the way back to the previous day’s range and closed green.

It’s important to watch where capital is moving, aka sector rotation.

The hot stocks we’ve been trading in semiconductor cooled down today due to Broadcom’s sell-off after earnings. AVGO closed at -12.59%, but money didn’t leave the market.

Money just rotated into health care and financials. UNH is up +5.16% and HOOD is up +6.61%. We checked the sector performance on Trading Terminal and it’s pretty clear that the stock market has not gone into risk-off mode yet.

If you checked Sector Performance on Trading Terminal, you can clearly see that Tech is the only red sector today at open.

Space Stock Breaking News Scalp Trade on STI

I caught a quick scalp on STI today live in Bear Bull Traders chatroom. Solidion revealed an extreme-climate battery platform for satellites and space data center, and we scalped the short squeeze after the stock unhalted.

Scalping small-cap stocks is more challenging for beginners because it requires experience in quick profit-taking and strict risk management. If the news catalyst is strong and if trading volume is high, day traders can really capture a quick nail-and-bail with a high risk-reward.

Connecting to live audio breaking news is recommended for stock traders who want to get on breakout charts quick before the move happens. We’re using Trading Terminal’s real-time Benzinga live squawk included in Premium.

What’s included in Trading Terminal Premium:

  • Real-Time Stock Trading Simulator
  • Market Atlas (Depth of Market)
  • Replay Backtesting Simulator
  • Advanced Stock Scanners
  • Live Audio Breaking News
  • Automated Trade Journal
We made Trading Terminal an all-in-one platform for traders to access the most essential tools they need at a much affordable monthly subscription. You no longer need to pay for extra market data, scanners, Benzinga or Bookmap. Trading Terminal provides all of them and better user experience.If you haven’t started using Trading Terminal, you can start the 7-day trial to experience the Premium. Get instant access to all the trading tools we offer now.

BBT Community Wins: Marvell VWAP Breakout Long

BBT member James had an excellent trade execution on MRVL yesterday. From using partial entries to scaling out when the trade was working, and to moving the stop loss to breakeven, this is the exact trade management approach we encourage our traders to develop.

This trade turned out to be a +3R VWAP breakout trade from $266 to $277.

Live Mentorship for BBT Elite at 8PM Today with Gary L.

Today at 8PM EST, we have a live mentorship for Elite members inside Bear Bull Traders community. Gary L. (MBA, INSEAD) will be sharing current market insights and analyze recent trade setups. This session is fully interactive so please bring your questions and charts for review.

For traders who want to get 1-year Elite Access, check out the offers on our website, up to 50% off right now.

I hope the next up-and-coming consistent trader is you. Learn trading properly and feel free to reach out if you want to know more about the education and tools we offer.

To your success,
Andrew