May. 8 at 3:55 AM
A massive rotation into software just makes sense at this point with these semi names so over extended.
$NOW
$MSFT
$SNOW
$IGV
$CRM
The rotation makes perfect sense: Compute is the foundation, but Software is the harvester. With semis reaching "nosebleed" valuations in 2026, capital seeking safety and growth is naturally flowing into the
$IGV cohort.
$NOW and
$CRM have already proven that GenAI is driving real contract wins, not just hype.
$SNOW is also reaching an inflection point as enterprise data lakes evolve into AI training hubs. Who do you think leads the charge in this software catch-up trade: the battle-tested
$MSFT or the high-beta recovery play in
$SNOW? Is it finally time for Software’s "Nvidia Moment"? Let’s discuss!