$AppLovin(APP.US)APP had another one of those classic software-stock days yesterday. No huge obvious catalyst, but suddenly money rushed in and pushed it sharply higher. I sold most of my position near the highs. Honestly, these IGV names are just exhausting to hold.

The problem isn’t growth — it’s certainty. A lot of these software names are trading more on AI expectations years into the future rather than current fundamentals, so every sentiment shift gets massively amplified.

Lately software stocks almost feel like emotional assets. When they go up, people chase hard. When they fall, confidence disappears instantly. Great upside maybe, but mentally very tiring to sit through.

@Bridge Buzz SG