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First week of the second half: Liquidity rotates from the semiconductor sector to software
The software index $IGV rose 9% in the last 5 sessions
versus the semiconductor index $SOXX which dropped -12% in the last two sessions after a rise exceeding 70% since the start of the year
Microsoft $MSFT closed its worst first half since 2000 (-23%).. and started the second half in the green with a +4% rise in just the first two sessions
Personally, I expect—and God knows best—that the software sector will be the star of the second half of the year. Very optimistic about the Q2 results, especially for $BTC $NOW