Tech stocks to the moon or down the hell?

I’ve been tracking a clear "seesaw" pattern over the last month between AI hardware/memory stocks and enterprise software. It seems like every time big money panics and dumps chip makers on a Friday due to overcapacity fears, they immediately rotate that exact cash into software stocks to protect their positions over the weekend. Last Friday was weird because Wall Street was closed for the US holiday. Asian and European buyers stepped in, pushing Micron up to hold around €897 (touching €902) and Nvidia to around €171. Volume was super low. Now that US big money is coming back on Monday, do you think they will follow Asia’s lead and buy the dip, or will they trigger the 1-month rotation pattern again at the 15:30 CET opening bell and dump hardware for software?What are your moves for tomorrow? Are you watching key Euro floors like €165.96 on NVDA or €852.20 on MU?