everyone calling the top on software while the bignot catching falling software knives yet. cheap gethe mistake is treating software as one trade. thescreenshot this, half the SaaS doomsday calls willbought software near the highs last year, this is Software vs Chips: How I Am Positioning For The 2026 Rotationmy boring software stocks getting called dead whilsoftware vs chips drama every single day and i jusas a SG investor i mostly touch the Mag7 software per seat pricing getting chewed up by agents, someU.S. stocks surged pre-market (SPX +1.2%, NDX +2.1the per seat math is the part the bears get right.not chasing the first green candle. thin float can$Advanced Micro Devices (AMD.US)$ closed 511 up alif Azure is still growing and capex is the only wothe cleanest one click way to play the memory supeAt last we have a date for the peace deal signing!US-Iran Peace Deal is all done, just left with putbarely moved today but the chip tape underneath waup 250% this year and i still kind of dont trust i70 plus launches on the manifest and Q1 revenue upnot selling my NAND exposure, the shortage has yeais the custom ASIC story actually big enough to manot touching my position either way. through everyMicron At USD 982: Is The Memory Supercycle Real Or Just Another Spike?closed up 19% at 161 day one and still bid in afteDan Ives calling the SaaS doomsday overdone and i Salesforce down 30, Workday down 33, but these are$纳指 100 ETF - Invesco(QQQ.US)$纳斯达克 100 指数 ETF - Inthe rotation is brutal and clear, money is fleeingholding my $Microsoft (MSFT.US)$ through all this newbie here, why are software stocks crashing when$INTC taught me an important lesson this year. Afteven Apple got dinged on AI worries this week. if this is not all or nothing lah. the giants with diDBS is trading at a significant premium to both itthe whole bear thesis is AI agents killing per seaIntel At A Double Upgrade: Turnaround Or Squeeze?$SpaceX(SPCX.US)Price starts to rocket up, war end$Oracle (ORCL.US)$ flat at 184, finally stabilisinGoogle continues benefiting from its dominant sear7709 gives me the Korea memory and HBM exposure widown 15% on no bad news of its own, just pure rotaMicrosoft Down 27%: Is The SaaSpocalypse A Reset Or A Buying Window?every dip in this name for two years has been a buMain risk is whether the US-Iran deal holds any reevery Tesla bull i know was glued to the SpaceX tinot selling a single share. the distribution of methe read is simple, every AI data centre needs optSpaceX At USD 1.75T: A Scarcity Trade, Not Yet A Value One