TGViewer
Threading on the Edge Threading on the Edge @threadingontheedge · 7.78K subscribers
Post #4446 332
I think everyone is really waiting for a Semis to Software rotation, but I’m not sure we easily get one…

Do I think software is cheap? Yes. The software names like $PLTR $APP $DDOG also proved great earnings.

Are the semiconductor names overextended? I mean, look at the charts. However, their earnings have also been INCREDIBLE.

It doesn’t feel YET like the market can have $SMH and $IGV rally together, I think the only reason $IGV is up is because $SMH is down.

But if they were to rally together…it would probably be net new capital coming into the broader market vs people selling their semis to buy software or selling software to buy semis.

Just one day, likely need much more data to see if a rotation is happening…

Are you buying software over semis here? Rotating? Adding on dips?

https://x.com/amitisinvesting/status/2052458934741401933?s=46&t=hr2fbvcHJGpvp_SbDstdzg
X (formerly Twitter) amit (@amitisinvesting) on X Software stocks today: $NOW +5.7% $DDOG +28.2% $IGV +3.6% $ADBE +2.8% $MSFT +2.4% $PLTR +2.7% $MSFT +2.8% $CRM +3.2% Semiconductor stocks today: $MU -3.8% $SNDK -7.1% $AAOI -14% $INTC -2.8% $ARM -10% $AMD -3.7% $SMH -1.9% I think everyone is really waiting…
Open in Telegram All posts from @threadingontheedge
More from @threadingontheedge
  1. Oct 2, 2026Aave v3 Loop Safe Module Loss: ~114.09 ETH https://x.com/SlowMist_Team/status/210585527653…
  2. Oct 1, 2026>sell the news over >next leg soon >rh szn https://x.com/tombxbt/status/210561976517602526…
  3. Oct 1, 2026Crypto + Macro Stuff I'm Looking At Today https://x.com/rektdiomedes/status/21053987511333…
  4. Oct 1, 2026The birthplace of DeFi is shutting down! Synthetix Discord was THE PLACE to be in 2019. So…
  5. Oct 1, 2026Robotics sector could print many new millionaires in the next 5 years.💰 https://x.com/Cry…
  6. Oct 1, 2026If you're going in as a contracts trader, you're facing a casino like this: Zero front-end…
Threads Profile ViewerView any public Threads profile without an account.Open ThreadLook →Writing with AI? Make it sound human.Metric37 rewrites AI drafts so they read naturally. Free AI detector, 1,500 words free.Try Metric37 →