Software crash is canceling out AI gains - time to double down on one or the other?

Half my portfolio is AI infrastructure and half is software. For three months, the decline in software has cancelled out my gains in the other half of the portfolio. Should I cut my losers? Peter lynch did say water your winners after all.

My software exposure is wirh companies still printing cash and I hand selected them because I think they will be enabled by AI innovation (insurance data, warehouse management, etc). But the market has not taken any mercy on anything software related.

I think in the future there will be both AI winners and software winners, but the market is treating it like either or.