20 top rotation pairs | Weekly WR breakdown | Trend direction: UP / STABLE / DOWN
AI dominating MedDevices in PM = strong continuation. Last week 96%. Signal accelerating.
Big N (240 trades). Materials leading vs E-commerce in PM = fade e-commerce. Trend up from 58% to 86%.
| Pair | Dir | 2m WR | N | Weekly Pattern | Assessment |
|---|---|---|---|---|---|
| FV:FinTech vs ITSvc | LONG | 96.4% | 28 | 96% (1 week only) | HOT but 1 data point |
| Materials vs CommMetals | SHORT | 95.7% | 70 | 96% (1 week only) | HOT but 1 data point |
| Materials vs ITSvc | SHORT | 91.6% | 119 | 96% / 86% (2 weeks) | Consistent 86-96% |
| Healthcare vs Semi | SHORT | 91.2% | 57 | 90% / 92% (2 weeks) | Rock solid |
| FV:Semis vs Transport | LONG | 90.7% | 43 | 94% / 89% (2 weeks) | Consistent |
| Materials vs ConsDiscr | SHORT | 87.0% | 193 | 71% / 89% / 86% | Growing with N |
| FV:AI vs Semi | SHORT | 87.2% | 47 | 96% / 78% (2 weeks) | Slight dip W2 |
| EnergyBase vs Telecom | LONG | 87.2% | 39 | 72% / 100% | Spike in W2 |
| Financials vs Telecom | SHORT | 83.3% | 54 | 84% / 82% (2 weeks) | Flat-stable |
| ConsDiscr vs EnergyBase | LONG | 83.3% | 168 | 86% / 79% / 83% / 67% | Fading last week |
| Industrials vs Semi | SHORT | 81.8% | 33 | 84% / 79% (2 weeks) | Consistent |
| FinTech vs E-comm | SHORT | 80.3% | 61 | 75% / 91% / 74% | Mid-dip recovery |
| Energy vs TechHW | SHORT | 79.3% | 29 | 79% (1 week) | 1 data point |
| Energy vs EVs | SHORT | 76.2% | 101 | 76% / 77% (2 weeks) | Perfectly flat |
| Semi vs Software | LONG | 75.0% | 12 | 75% / 75% | N too small |
| FV:Semis vs EVs | LONG | 73.4% | 79 | 71% / 76% / 76% | Stable |
| Software vs Telecom | SHORT | 70.9% | 55 | 91% / 56% | Dropped W2 |
From 86% to 67%. Fading but still above 65%. Last weeks have low N - may be noise. Monitor.
Crashed to 36% in last week. Cloud vs FinTech rotation signal may be breaking down. AVOID until recovery.