Why I am still taking these tech stocks to task

分组1 - Software stocks have experienced a significant decline, with a 25% drop in value this week, attributed to unrealistic pricing and a challenging market backdrop [1][3] - The investment thesis for software companies has been undermined by the lack of anticipated interest rate cuts and negative updates from major players like Anthropic and Google [4] - Qualcomm has issued disappointing guidance, citing weakness in the smartphone market due to a global memory chip shortage, which may persist until 2027 [5] - Arm Holdings has also provided poor guidance, linking its challenges to memory chip shortages, which could lead to reduced royalty sales from mobile processor sales [6] 分组2 - Alphabet shocked investors with a capital expenditure forecast of up to $185 billion for the year, significantly higher than the Street estimate of around $120 billion [7]