According to @stocktalkweekly, over the past month they rotated into three new themes with six tickers: Power Grid ($ENS, $PLPC), U.S. Semiconductor Supply Chain ($AMKR, $PLAB), and Warehouse & Factory Automation ($GXO, $HLIO). source: @stocktalkweekly The author highlights a flush in momentum and market leaders today and urges traders to check how these names are performing during the drawdown. source: @stocktalkweekly No direct crypto market commentary or tickers were provided, so any impact on BTC or ETH is not specified by the source. source: @stocktalkweekly