Next Day Prep #250: Breadth Held, Tech Folded — What the Rotation Really Means – Tuesday 4/28/2026

Episode summary

Despite a tech-led retreat and semiconductor sell-offs, market breadth held above 70% — signaling structural strength through sector rotation rather than broad momentum. We unpack why GLW crashed post-earnings, where energy led the charge, and how to position for FOMC and post-earnings volatility.