the sector rotation was inevitable, with punters cashing in on their gains (tech), and taking a punt on other seemingly beaten down stocks that haven't recovered yet (travel, leisure, oil, etc).
what a lot of people don't realise, is that this pandemic has highlighted the lack of preparedness of a lot of businesses in terms of their software scalability and accessibility.
the structures put in place, even if in a moment of pain, are not going to go away soon as the vaccine is ready. If anything, this will probably just accelerate the switch to distributed and always-on data - as was also shown with the amount of work NXT had to deal with lately.
been buying since sub-10s, and needless to say I topped up "a bit" today at 12.50
NXT Price at posting:
$12.57 Sentiment: Buy Disclosure: Held
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