Hold on, look at these numbers:
$Microsoft(MSFT)$ at $394, down 18.7% YTD.
$Palantir Technologies Inc.(PLTR)$ at $132, down 27.4% YTD.
$ServiceNow(NOW)$ at $103, down 32.7% YTD.
$Oracle(ORCL)$ at $126, down 36.9% YTD.
After declines like these, is it really fair to label these companies as "uninvestable"?
The market seems to be pricing in a lot of fear, but the long-term narratives around AI, cloud, and enterprise software haven't gone away. For investors willing to be patient, these stocks are starting to look quite interesting.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
