Prescription Drugmakers: Defensive Momentum

Buy prescription-drug franchises where price strength is confirming a rotation away from speculative technology and toward resilient healthcare demand. These drugmakers have positive monthly and quarterly momentum, supporting an earnings-led exposure without assuming easier Fed policy or a liquidity rescue. Patent expirations, clinical setbacks and pricing pressure remain material risks; abandon the rotation if relative strength breaks rather than treating defensiveness as guaranteed downside protection. Launch basket (equal weight): ABBV, AMGN, MRK, LLY, JNJ, GILD Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.