Software Outperforms Semis as PLTR, ORCL, CRM & NOW Shorts Hit Record

DavidMarlin
02-27

Role Reversal.

Software just had its best day vs. Semis since DeepSeek.

$iShares Expanded Tech-Software Sector ETF(IGV)$ $VanEck Semiconductor ETF(SMH)$

Hedge funds are shorting Software stocks at a record pace.

Short exposure to US Software is now at its HIGHEST level on record.

Hedge funds are still increasing tech short exposure

$Palantir Technologies Inc.(PLTR)$ $Oracle(ORCL)$ $Salesforce.com(CRM)$ $ServiceNow(NOW)$

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