Chip Selloff Recovery & Rotation to Value/Industrials

Broadcom falls 5% on Marvell deal loss; rotation to energy/value continues (SanDisk, Valero, Devon Energy). Cramer doubles down on memory stocks (SanDisk +653%, Micron +254%) citing Musk's bottleneck comment, Micron sold-out through 2027, and $500B Nvidia financing; flags political backlash risk. Keysight Q3 beat confirms test equipment demand. Zacks shows tech growth concentrated in NVDA/MU/GOOGL. S&P 500 negative gamma signal. Week ended with Nasdaq 100 snapping losing streak. New: Pershing Square deploys $3.3B into Visa, Mastercard, S&P Global. New: 3 data center stocks (VRT, EQIX, DLR) with Q2 beats and raised guidance. New: QQQ had its worst outflow day ever, reinforcing rotation out of concentrated tech. Weekly review notes 'messy up top, better underneath' – consistent with rotation theme.