Sector Rotation Analyzer: Post-Correction Market Leadership Simulator

Relative Rotation Graph (JDK RS-Ratio vs. RS-Momentum)

Benchmark: S&P 500 Index ($SPY)

IMPROVING
Lagging Strength / Rising Momentum

LEADING
Strong Strength / Strong Momentum

LAGGING
Weak Strength / Falling Momentum

WEAKENING
Strong Strength / Falling Momentum

Source Analysis: Post-correction bottoms historically trigger leadership shifts. As memory hardware ($MU, $WDC, $STX) faces margin compression and capacity normalization, broad market capital rotates towards higher velocity growth leaders in AI Compute, Cloud Software, and Grid Infrastructure.

Simulation Parameters

Broad Market Correction Depth -18.5%

Market Breadth Index 0.42

Memory Sector Trailing Outflow Velocity -12.4%

Emerging Growth Capital Inflow Delta +4.2%

Sector Portfolio Allocation Weights

Sector Rotation Data Table & Leadership Classifications

Sector / Group Identity	Representative Tickers	JDK RS-Ratio (Strength)	JDK RS-Momentum	Alloc. Weight	Quadrant Phase	Post-Bottom Leadership Potential

Simulated Result Proof

Memory Hardware in Lagging Phase | AI Compute Leading