Remember last year when everyone said software was dead?

IGV (software ETF) is now just 7% off all-time highs. Up nearly 50% from the lows.

Almost a complete round trip.

This is why you don't panic-sell entire sectors when the narrative turns dark. Markets have a habit of making fools out of consensus pessimism.

The same people who declared software "uninvestable" are probably now chasing it back in at higher prices.

Stay patient. Stay boring. Let the herd overreact.