Orders
Commemorative$Microsoft(MSFT.US)Microsoft moving with IGV is actually a pretty clean signal — software beta waking up again.
After a period where MSFT was mostly getting sold on macro/capex concerns, seeing it participate in a sector-wide bid matters more than a solo bounce. It suggests flows are coming back into software, not just short covering.
Still early though — one strong day isn’t a trend. Need follow-through to confirm this isn’t just another relief rally.
@Bridge Buzz SG
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