‘Historic’ Market Rotation Starting: Trader Reveals Biggest Winners And Losers | David Nikoski

Start earning interest in gold: https://Monetary-Metals.com/LinDavid Nicoski, CIO at Vermilion Research, discusses the Fed’s latest rate hike, weakening market breadth, the oil and diesel crisis, AI and tech stocks, and why energy, healthcare, and technology could lead the market through the rest of 2026.*This video was recorded on September 19, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID NICOSKI:X: https://x.com/davevermilionSubstack: https://substack.com/@vermilionresearchWebsite: https://vermilioncap.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Fed Rate Hike & Market Warning Signs1:00 - Financial Stocks Start Breaking Down4:08 - S&P 500 at a Critical Level6:37 - Tech Dominance & Sector Rotation8:24 - Oil, Diesel & the Energy Crisis13:01 - Tanker Rates Explode15:56 - Higher Rates, AI & the Stock Market18:19 - Best Sectors for the Rest of 202619:03 - AI Stocks & the Power Bottleneck21:19 - Is AI Still a Bubble?23:01 - Semiconductors vs. Software24:12 - Dollar, Gold & Bitcoin Outlook27:36 - Market’s Biggest Warning Signal29:30 - Stock Market Breadth Deteriorates32:35 - What the Fed Means for Markets33:31 - Where to Invest Now#stocks #investing #trading