Workday is on the creator's watchlist for its resilience during recent market volatility.
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The creator highlights a sector rotation where software stocks are showing relative strength while semicond...
Aug 19, 2026
The creator highlights a sector rotation where software stocks are showing relative strength while semiconductor stocks are declining. He identifies several software companies that held up well during a market downturn and are now on his watchlist.
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ServiceNow is on the creator's watchlist for its resilience during recent market volatility.
Intuit is on the creator's watchlist for its resilience during recent market volatility.
Microsoft is on the creator's watchlist for its resilience during recent market volatility.
Salesforce is on the creator's watchlist due to its relative strength and ability to hold up while the broader market declined.
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