/ES - read the tape or die trying

What I see on the tape:
- UK new strain going wild - more FUD
- in and out of UK restricting - international travel down
- hospital/death rate for COVID going ATH - more attention on healthcare

+ US Stimulus talk looing positive for small package - assets rise. Dollar fall. Robinhooders with money... meme stocks?
+ Stimulus bill has infrastructure component - big box retailers, regional banks? AMZN, OSTK, $W, LOB?
+ banks are now allowed to buy back shares - XLF
+ SPACs are still hot. Had recent down trend but many breaking that trend - LAZR, PIC, CCIIC, etc
+ new IPO names rebounding- SNOW, ABNB, DASH, LMND
+ BTC going record high with metals weakness - PYPL, XYZ, RIOT, MARA, etc.
+ vaccine news keep coming - JNJ

+/- SP500 rebalancing brought FAANG price down with TSLA inclusion - BTD

With above clues, I am looking for the names that will be on this week's rotation....