ADBE gets all the attention here but most software stocks have sold off

u/Tallwhitedude123 · Reddit — r/ValueInvesting · January 16, 2026 at 06:44 · ⬆ 11 pts · 💬 11 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author argues beaten-up high-quality software stocks are a buy, favoring ServiceNow ahead of expected rotation from hardware, and sees Alphabet as due for a sell-off.

NOW — LONG Author identifies ServiceNow as a high-quality, high-growth, wide-moat software stock that has sold off recently and says he will likely buy it soon. The stated catalyst is expected rotation out of hardware stocks into software.

In particular I’m liking NOW and will likely pull the trigger soon before hardware stocks are dumped and the money rotates into software.

Score 11
Comments 11
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Ideas
u/Tallwhitedude123 Reddit r/ValueInvesting
Buy beaten-up high-quality software, especially ServiceNow, before rotation.
Author identifies ServiceNow as a high-quality, high-growth, wide-moat software stock that has sold off recently and says he will likely buy it soon. The stated catalyst is expected rotation out of hardware stocks into software.
NOW HIGH
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This Reddit post, published January 16, 2026, features u/Tallwhitedude123 discussing NOW. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Tallwhitedude123  · Tickers: NOW