2026년 2월 9일 · Unknown · financial · 출처 Yahoo Finance
As tech and software stocks took a hit from a recent sell-off tied to AI concerns, CFRA Research senior vice president and equity analyst Angelo Zino discusses how the current market can get "very dangerous" for investors amid "long-term unknowns."
Also catch Angelo Zino discuss how the memory chip shortage may impact Qualcomm's (QCOM) smartphone business.
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Video Transcript
00:00 Rachelle
In general, do you think that this sell-off that we've seen more recently in tech is really giving a a gift to investors who want to add to positions or enter positions?
00:10 Angelo
I think a market like this gets very dangerous in the sense that, you know, it it's not necessary, you're not necessarily seeing the pullback here due to some adjustment factor in terms of earnings. Um, it is again, that that long-term um unknown as far as when we kind of transition to this AI world. What I would tell investors, and I think what most people would agree with is you do have to be a lot more selective in this type of environment. You do have to look at names that say, hey, listen, um, you know, where where are where are stories that can continue to grow, um in a, you know, in an environment here three, four, five years down the road, um where we do have high conviction. A name like Alphabet is a great example of that. um, where maybe some of these SAS oriented names, you know, get get a little bit more difficult. So I do think there are some value traps in this market. I think they're also some uh great opportunities.
00:54 Rachelle
And you just named at least one of them, a couple of them for us. Angelo, thank you so much. Good to see you.
01:02 Angelo
All right, thanks Rachelle.
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