Last week's big spike in volume as $PLTR pushed to multi-week highs was helpful after numerous months of minor weakness & consolidation. https://t.co/XW54gpjWXm
While many still are riding the wave in Memory & Semis, many Software names like this are far more palatable given how stretched DRAM has become
As i discuss in my notes tonight, Software has started to show encouraging RELATIVE progress vs. Semis despite MU still pushing higher which makes me favor some further mean reversion in Software
Catch me tomorrow on Maria Bartiromo's show on FOX BUSINESS and i'll discuss this a bit further if i have time
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