Software stocks have seen a massive selloff, while semi stocks are moving the opposite way. The reason behind the popular trade is a fear, that software will be replaced by AI. Altough the revenue of software stocks, are not decreasing accordingly, what may suggest that the trade does have more panic as fuel, rather than merit.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.