Is the tech selloff a warning sign or a massive buying opportunity? Pence Capital CIO Dryden Pence explains why you should be buying “chips on dips” and reveals the 6 AI and semiconductor stocks to scoop up right now—plus the stock to avoid.
00:00 Introduction
00:08 Why Dryden Pence Remains Bullish Despite Market Headwinds
02:37 Tech Selloff: A Rotation or a Buying Opportunity?
04:16 Earnings Growth vs. Stock Prices: The Disconnect in Tech
05:04 Finding Opportunities in the Tech Selloff
06:16 Amazon (AMZN) vs. Alphabet (GOOGL): Better Buying Opportunity
07:38 Best Semiconductor Stocks: NVDA, AMD and AVGO
08:29 Dryden Pence’s Outlook on Broadcom (AVGO) and Microsoft (MSFT)
08:56 Software Stocks and AI’s Impact on Productivity
09:48 AI Supply Chain Leaders: TSMC and ASML
10:40 Energy and Healthcare Stocks: XOM, CVX and LLY
13:02 Consumer Spending and Defensive Stock Opportunities
15:22 Consumer Staples and Discretionary Stock Picks
15:36 Luxury Stocks and the Shift Toward Value
16:17 Portfolio Strategy for the Final Months of 2026
17:44 Holiday Shopping Trends and Retail Stock Opportunities
18:11 S&P 500 Outlook: Earnings Growth and Year-End Gains
19:25 Fed Rate Hikes and the Risk of a Market Correction
20:35 Oil Prices, Inflation and the Federal Reserve
21:53 Potential Risks to the Bullish Market Outlook
22:20 Oil Prices and the Risk of Recession
23:37 Advice for Retail Investors During the Tech Selloff
24:39 Rapid-Fire: This or That
27:13 Big Tech Stocks for a Concentrated Portfolio
Recorded October 30, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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