TMTB: EOD Wrap

Good afternoon. QQQs +1% as semis continued their outperformance from yesterday and software underperformed (again!) post WDAY and INTU prints. IGV underperformance vs semis now close to 40% YTD, just a massive gap, but sw seasonality gets better in June/July and it might be time to be selective in certain names. With expectations so low across sw, if …