The software sector is seeing a massive rotation, but is the sell-off overblown? Walser Wealth Management CEO Rebecca Walser breaks down why “Creative Destruction” is hitting the market- and which household names are now trading at a major discount.
00:00 Introduction
00:08 Why Investors Are Uneasy
01:25 Software and Financials Rotation
01:52 Best Buys in Software and Financials
03:02 Portfolio Strategy in AI Volatility
04:59 Market Outlook for the Year
05:44 Dip-Buying Strategy
06:45 Navigating AI-Driven Volatility
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