. >>> up next, ashley macneill is going to break down her playbook for the software space. right here on post nine next. (♪♪) (♪♪) (♪♪) everyone has goals and dreams. and everyone deserves a way to get there. wherever you're going, getting there starts here. state street. invest in your future with spy, the world's most traded etf. (♪♪) ♪♪ well would you look at that? jerry, you've got to see this. i've seen it. trust me, after 15 walks, it gets a little old. ugh. i really should be retired by now. wish i'd invested when i had the chance... to the moon! unbelievable. stop waiting. start investing. e*trade ® from morgan stanley. >>> software stocks have outperformed semis for the past six months by almost 30%, but can that momentum continue into 2025? and let's ask ashley macneill, head of equity capital markets at vista equity partners back with us at post nine. nice to see you again. >> you too. >> that outperformance has been pretty incredible. what do you attribute that to? >> it is a few things, but i really think it's on the back of the quarter's earnings as we saw som