tech
February 4, 2026
Top software analyst says industry sell-off is a buying opportunity
Citigroup analyst Tyler Radke said that the best bet for investors is to own names that will "be relevant as we get to the other side of this AI trade."
TL;DR
- The broad sell-off in software stocks may be creating opportunities for selective investors.
- The current pullback in software stocks is described as "overdone."
- Investors should focus on companies that will be relevant during the "AI trade."
- Preferences are for companies exposed to hyperscale data volumes.
- Top picks mentioned are Microsoft, MongoDB, Snowflake, and ServiceNow.
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