$Apple(AAPL.US)$iShares Expanded Tech Software Sector ETF(IGV.US)
Go long on the strong and short the weak. Hardware is generally volatile and hasn't been touched, but the weakness in software has already formed a trend of weakness, in deflation, not only a valuation hit but also a logical-level hit.
At that time, AI suggested the most recommended strategy: Pair Trade. Continue going long on SMH / shorting junk SaaS stocks to hedge systemic risks.
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