semis in absolute freefall
SaaS and hyperscalers finally getting some lovemaybe a rotation really is happening but every time you think it does, the semis come backfair to say that it was time for the market to finally show some love to other companies, most of the semis are still up huge YTDSaaS and Mag 7 buys all winter might just get rewarded in the summerSource: amit
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