Software stocks have rallied sharply from their April lows, with IGV up 42% and names such as Palantir, Shopify, Reddit, Adobe and ServiceNow posting strong gai

Software stocks have rallied sharply from their April lows, with IGV up 42% and names such as Palantir, Shopify, Reddit, Adobe and ServiceNow posting strong gains. Amit Kukreja says investors who bought the sector during the dip were rewarded.