Colin Symons discusses the current state of software versus semiconductor stocks, saying his team trimmed some chip holdings after the sector's massive run up. While he's cautious on buying semiconductors right now, he believes patient investors could still see new highs later this year as the AI growth story remains firmly intact. Colin offers more insight into software names like Intuit (INTU) and Workday (WDAY) to explain how companies have struggled during the SaaS-pocalypse.