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Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026

By Benzinga April 16, 2026 Neutral
Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026
Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician Jonathan Krinsky outlines a contrarian shift favoring software over chip stocks.
Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician Jonathan Krinsky outlines a contrarian shift favoring software over chip stocks.