May. 18 at 9:17 PM
Been saying it for a while — the rotation is gradually shifting away from memory and semis into software. A lot of the names that have been lagging could end up leading again in the next phase, things like
$MSFT,
$NOW,
$PLTR,
$ADBE,
$SNOW.
Markets are all about cycles. If you stay locked into just one theme for too long, it’s easy to end up giving back what you’ve made when the turn comes.
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