Buy NOW by Sep 18, 2026.

Software has been increasing their capex significantly and it has led to semis pumping. However, soon enough, software will have to reduce their spending to protect their margins and they will focus on optimisation. As a result, I think that as soon as there is an announcement of a reduction in capex for software, semis will start to dump and software stocks will start to pump as they will have yoy revenue growth and better margins. This will lead to …