Todd Gordon argues the crowded tech trade (long chips, short software) is starting to unwind and says two software stocks “might be worth buying.” While no figures are provided, the stance implies improving relative upside for software versus chips as positioning normalizes.
Todd Gordon argues the crowded tech trade (long chips, short software) is starting to unwind and says two software stocks “might be worth buying.” While no figures are provided, the stance implies improving relative upside for software versus chips as positioning normalizes.
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Request DemoOverall Sentiment
mildly positive
Sentiment Score
0.15
