Software's throwing a party with IGV spiking 11% this week, but before you FOMO in, ask yourself: what actually changed? Take $MSFT — sure, it delivered revenue growth last quarter, but zoom out and you'll see the cracks. Quarterly progression tells a different story: , ], ], ] over the last four quarters. That's not exactly a rocket ship. The market's getting giddy over what looks like a technical dead-cat bounce while the fundamentals scream caution.

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