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

Source The Motley Fool

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.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Should you buy stock in Shopify right now?

Before you buy stock in Shopify, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Shopify wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $436,126!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,053,659!*

Now, it’s worth noting Stock Advisor’s total average return is 885% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of February 6, 2026.

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.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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