Semiconductors and Hardware Companies outperform massively

See how last 10 days Semiconductors and Hardware Companies (bright Green, Yellow and Purple circles) outperform massively software companies and Data companies (blue circle).
This is plotted vs. Valuation EV/Sales on the Horizontal scale
I.e. now, in Tech, outperformance is not only a function of Value but also it favors capital-intensive business over asset-light companies (like Software)..
 
 

Semiconductors and Hardware Companies outperform massively

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