Wedbush Securities' Dan Ives views the current tech selloff as a rare chance to invest in stalwarts like Salesforce, Microsoft, and Intuit. He labels the software sector's downturn, marked by a $2 trillion value loss over a year, the largest non-recessionary drawdown in three decades.

Ives argues the chaos masks an undervalued opportunity, as enterprise software firms possess decades of data and institutional trust that could shield them from AI disruption despite market fears. He specifically names Salesforce (down 27% YTD), Microsoft (down 15.8% YTD), and Intuit (down 5.7% YTD) as unfairly punished stocks poised for rebound.