It’s a red Friday on Wall Street. That’s right, the stock market is finally pulling back a bit.

After a furious rally off the Iran war lows, we’re finally seeing a little bit of a reset in some of the market’s hottest names.

The market barely blinked in April and continued extending higher through early May.

Now halfway through the month, some of the overheated semiconductor and memory names that had been going straight up for nearly seven weeks are finally pulling back.

And honestly, that’s not a bad thing.

I know there are going to be some folks panicking because they’ve gotten used to stocks going straight up.

But this is healthy action. These hot stocks needed a reset, and what we really want to see now is some bull market rotation, which we’re finally starting to get signs of.

So today, I’m going to give you three tickers I think could benefit from a harder reset in these semiconductor stocks.

I think the bulls are going to start finding new places to put their money to work, and I’ve got three hot spots I think you should consider heading into next week.

Check out the video below for all the details.

I know down days like this can feel scary. Recency bias has conditioned investors to think stocks only go up, so pullbacks tend to feel much worse than they actually are.

But resets like this are healthy.

They give us a chance to scan the market, identify the stocks staying strong on red days, and spot the new bull market rotation trades that could help drive portfolios higher through the summer months.

Make sure you check out the three tickers I gave you in the video ahead of next week.

Thanks for tuning in, and I’ll catch you next time.