Software vs. Semiconductors… And Big Box Battle 7/10/25
Jul 10, 2025•44 min
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Episode description
A divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software sector can catch up. And speaking of underperforming, Target trailing Walmart in a major way over the past year. Why the big box retailers are heading in different directions, and what the Chartmaster sees in the retailers technicals.
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