Lagging sector looks poised for a rebound. Here's how Mike Khouw is trading it
Why now
Thesis: Communications laggards may signal sector rotation
Catalyst to watch: Sector rotation and trader positioning
Main risk: Single trader setup not market-wide catalyst
Why it matters
Communications sector rebound trade idea; reflects positioning rotation into a lagging sector rather than fundamental news.
Details
Quietly, the communications sector has started to claw back some of the year's underperformance.
Sources
- cnbc · 2026-09-16 17:21 UTC