About the contributor:Mark TepperThere’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Learn more about by clicking here!Schedule a 30 minute virtual meeting with Mark Tepper Book NowDespite tech’s recent pullback, Mark Tepper reiterates the overweight argument while preferring software over semis. We prefer software stocks over semiconductors, says Strategic Wealth Partners CEO from CNBC.