Tech Rotation into Software and Finance

I’m wondering if anyone else has seen this over the last couple of weeks. It looks like money is flowing out of hardware and into software like SNOW NOW MSFT PLTR ZETA PATH all rising, SOFI HOOD rising, photonics and AI hardware starting to stall. Do yall think this is temporary? I’m personally invested in hardware bottlenecks and avoided software throughout, avoiding the giant losses, but now i see multiple software companies going above the 50 EMA. What do yall recommend? submitted by /u/helpf