🩸 Dart 🎯

No surprise here $SanDisk (SNDK.US)$ $NEBIUS (NBIS.US)$ $Western Digital (WDC.US)$ $Applied Optoelectronics (AAOI.US)$ $Lumentum (LITE.US)$ $Micron Technology (MU.US)$ $Credo Technology (CRDO.US)$ $Astera Labs (ALAB.US)$

More 🩸 because today the semiconductor are just being tickled

While Software have another day to breathe

$Zeta Global (ZETA.US)$ $MongoDB (MDB.US)$ $Snowflake (SNOW.US)$ $Palantir (PLTR.US)$ $Meta Platforms (META.US)$ $ServiceNow (NOW.US)$ $Salesforce (CRM.US)$

Meta cloud infrastructure development could become the event catalyst for the software rally. But today is a green day but software (we) are just peaking outta of this software bear market

Next, let’s not forget the late night news yesterday regarding Micheal Burry shorting the entire semiconductor sector and some individuals semiconductor like $Applied Materials (AMAT.US)$ $Caterpillar (CAT.US)$ $iShares Semiconductor ETF (SOXX.US)$

Its just some insights, but he wont be the only one doing it.

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