Intuition tells me a structural reset is underway rather than a temporary dip with potential of a Sector Sell-off & Budget Migration exacerbated by execution risk and muted analyst sentiments. Afte4 all, North American Tech-Software Index (IGV) fell nearly 25%–30% in early 2026 as investors have rotated out of high-multiple software stocks. And the adverse response after the good Nvidia results also goes to reinforce this.
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