After a brutal selloff in tech and AI, should you buy the dip or sit in cash? Nomura’s Chief Investment Strategist Andy Goldberg breaks down why this drop is a classic market overreaction, why you should “stay invested,” the biggest mistake retail investors must avoid, and the exact sectors to rotate into right now.
Recorded: November 6, 2026
00:00 Introduction
00:17 Buying the AI Stock Selloff: Opportunity or Warning Sign?
02:00 Was the Stock Market Selloff an Overreaction?
03:26 Is This a Repeat of the Liberation Day Selloff? Why Dip Buyers Are Returning
04:41 Should Investors Buy the Dip in AI Stocks?
05:36 How to Choose AI Stocks: Finding Winners and Avoiding Risk
06:01 Data Center Restrictions: What They Mean for AI Stocks
07:05 Semiconductor Stocks: Why Chip Shortages Could Create Opportunities
08:25 AI Data Center Spending: Is the CapEx Boom Peaking Sooner?
10:41 Stock Market Outlook: How to Position Your Portfolio After the Selloff
13:19 Software vs. Semiconductor Stocks: Where Should Investors Look?
14:41 Should Investors Avoid Software Stocks?
16:20 Are the Magnificent Seven Stocks Still Buys?
17:59 Best Tech Stocks to Buy Beyond the Magnificent Seven: Cybersecurity
19:25 Why Investors Should Diversify Beyond the S&P 500
21:18 Building a Durable Portfolio: How Much Should You Invest in Tech?
22:11 Best Sectors to Buy for Portfolio Diversification
23:40 International Stocks and Dividend Opportunities: Europe, Japan and Emerging Markets
25:27 Best Sectors to Add to a Diversified Portfolio: Defense and Healthcare
26:31 REITs and Utilities: Are Interest Rate Cuts Creating Opportunities?
27:27 Municipal Bonds and Private Credit: Alternatives to Stocks
28:03 Which Stocks and Sectors Should Investors Avoid?
28:35 Biggest Mistakes Retail Investors Make After a Market Selloff
29:26 Rapid-Fire: This or That
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Host & Producer: Caroline Woods
Executive Producer: Rebecca Mezistrano
Sr. Studio Operations Manager: Shawn Elias
Technical Director: Julian Pinto
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