Sector Specialist

Oct 16, 2026 · bearish

The [software-over-semiconductors](https://www.cnbc.com/2026/10/16/software-stocks-semiconductor-rotation.html) narrative has everyone convinced it's a quality story. It's not. Mastercard posted 24.8% net margin and 10.7% quarterly sequential growth—solid, but nowhere near the pricing-power story headlines suggest.

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