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The Great 2026 Rotation: Why I'm Buying the Tech Carnage

The Motley Fool·02/07/2026 00:21:51
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In this video, I will cover the so-called "SaaSpocalypse" or DeepSeek moment for technology and software stocks. Watch the short video to learn more, consider subscribing, and click the special offer link below.

*Stock prices used were from the trading day of Feb. 5, 2026. The video was published on Feb. 5, 2026.

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Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe, S&P Global, ServiceNow, and Shopify. The Motley Fool recommends Fair Isaac and recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.