The rally in storage stocks is taking money away from the Mag 7, says Jim Cramer

Group 1 - The core viewpoint is that enterprise software companies are experiencing a significant decline in price-to-earnings multiples due to fears that generative AI platforms may render them obsolete, despite not missing earnings estimates [1] - There is a notable shift in investment from enterprise software to storage, indicating a lack of trust in software companies as the market anticipates changes ahead of time [2] - Despite current challenges, there is a belief that money will eventually flow back to major tech companies, as they possess multiple advantages and are led by capable management [3] Group 2 - The sentiment suggests that staying invested in leading tech companies will yield rewards once the market stabilizes [4]