Market rotation from compute into software/hyperscaler

I reshuffled the ole portfolio yesterday for a “buy low” on software/hypervisors. Compute is on a generational and justifiable run but a whiff of market saturation (META selling extra compute) has raised some doubts. If demand doesn’t grow at expected rates, the valuations make less sense. Anyone else onboard, or are you doubling down on semis? submitted by /u/oldwhitch [link] [comments]