Ryan Detrick, CMT(@RyanDetrick):Software was up 5% today and semis were down 5%. Going back 25 years, this was the best day software has ever had relative to semis. The lifeblood blood of a bull market is rotation and we continue to see it.

Ryan Detrick, CMT

@RyanDetrick

Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM

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Ryan Detrick, CMT@RyanDetrick

2026.09.15 02:17

Software was up 5% today and semis were down 5%. Going back 25 years, this was the best day software has ever had relative to semis. The lifeblood blood of a bull market is rotation and we continue to see it.