Microsoft$ServiceNow(NOW.US) Has the rotation of AI started? Semiconductor stocks were tumbling on Friday while the software sector was gaining. 13F filling for Q1 showed that Trump has invested into ServiceNow, presumably because the stock is at a valuation too cheap to ignore and also possibly hinting where money rotation is going to next. I'm not saying people should invest into software stocks now, but software stocks like NOW is not going away anytime soon. Business fundamentals remain solid, while super investors continue to purchase at cheap valuations. This tells me there is still a long runway for the stock to grow. @Bridge Buzz SG
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