Commentary

4/1/21 No resistance

LABU is a disaster OC lately, and today is not making me believe that trend is over. Tech is doing well; if there is a pop here, tech will likely be a leader.

Semiconductor Equipment and Materials continues to outperform.

Application Software is eventually going to do better than Infrastructure Software. It pays to avoid the weirdos like TAOP and RIOT, those are numbers out of line with the rest of the group.

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