Since hardware companies, including those that produce chips, personal computers, and smartphones, are directly impacted by tariffs on U.S. exports, turning to software names as a shield against volatility seems rational for tech investors. However, as shown by the recent downside sufferedAs a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the finan ...