The software correction has been relentless. Charts continue trending lower, and investor confidence has started to crack. Asked whether this is a falling knife or a rare buying window, Rob Spivey and Professor Joel Litman of Altimetry Research framed the moment not as a collapse, but as a separation.
Litman drew an immediate parallel to last year’s semiconductor scare following China’s DeepSeek headlines. At the time, fear dominated the narrative. Today, semiconductor leaders sit at new highs.
