The ‘ultimate contrarian trade’ is starting to pay off for investors. Why it might have more room to run.

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After a long stretch of sharp underperformance, software stocks may be poised to catch up to semiconductor names, as the gap between the two groups has become so extreme that it may be ripe for a reversal.

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AI Executive Brief

/ Software stocks have underperformed relative to semiconductor stocks.
/ The gap between software and semiconductor stock performance is extreme and may reverse.
/ Investors might see benefits from investing in software stocks as they catch up.

AI-generated summary for informational purposes. Verify with original source.

The ‘ultimate contrarian trade’ is starting to pay off for investors. Why it might have more room to run.

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