In a reversal from the SaaS-pocalypse, software is finding strength while AI memory names like Micron (MU) and SanDisk (SNDK) are selling off. Kevin Hincks explains how this all plays into the big picture for tech as Nvidia (NVDA) readies to report earnings Wednesday. He later outlines the concerns he sees in a Kevin Warsh-led Fed as the housing market's foundation grows more unstable.