The Great Tech Rotation: Software Stocks Stage a 'Mini' Bull Market as Semiconductor Momentum Exhausts

As chip shares drag the Nasdaq-100, money managers quietly pivot to software value, validating the next phase of the AI productivity wave."

Hisham

5/19/20261 min read

software stocks mini bull market nasdaq tech rotation capital migration ledger silicon 2026
software stocks mini bull market nasdaq tech rotation capital migration ledger silicon 2026

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