At session lows, high beta stocks were -7.2%, closed -4.8%, now off nearly 15% over the past 5 days.Historically, this is where you buy.Couple that with the continued pressure on software stocks, via the IGV, and we had a full rout for most of the session, up until the last hour of trade. It is...Read More

Context of the destruction in SAAS. Software is at its most oversold level since 2018 based on RSI pic.twitter.com/mR9UisU0Xi— Hedge Vision (@HedgeVision) February 3, 2026 Our play in SKM is because of its investment in Anthropic. Anthropic is the LLM that is causing this complete annihilation in software. This has me feeling underweight SKM at...Read More