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Today was an ambush, pure and simple.

The sellers, they were waiting.

They didn't care what NVIDIA said last night.

They probably didn't even listen.

They decided from the get-go that NVIDIA, or any of the hardware tech stocks that have been up lately,

have now gotten too expensive. Instead, they want to swap into

the left for dead software equities that they think represent good value. And that's how you end up

with a session where the Dow gained 17 points. This would be lost 0.5% but the tech heavy Nasdaq

tumbled 1.18%. And a lot of that was the $10 loss in the stock of

Vivida, the world's biggest company. From the outside, today's action was just crazy.

It was as if all the red-hot tech hardware companies, Nvidia, AMD, Western Digital,

Micron, Lamber Search, dozens of others, suddenly lost their allure, while the horrendous

stock had their

fortunes resurrected, Lazarus-like, and now must be bought and bought in a hurry before the

big liftoff. Does that make any sense? Of course not. But it's what's known as a program,

...