GOOG--

msft goog market confusion software stocks saas

The market's acting all over the place again. It seems like either semis are down and software stocks are up, or the opposite. Or maybe it's all about AI, either down or up. $MSFT is being treated like a software stock even though it's got more to offer, and $GOOG gets hit either way. Overall, the market seems confused, which contradicts the usual advice to just follow SaaS stocks no matter what common sense says. I'm not sure semis will stay down for long though. Dip buying should pick up soon if past patterns are any indication.

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