Omnicom was hammered along with Publicis, indicating indiscriminate selling pressure.
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Software Stocks Crash: 3 Oversold Stocks to Buy Now
Sam Putnam - Stocks CommunityMar 15, 2026
The creator argues that the recent software stock crash is driven by manufactured fear and forced liquidation, not fundamental business issues. He highlights historical data showing significant rebounds after similar oversold conditions, suggesting opportunities in oversold tech stocks. Specific companies like Intuit, Oracle, Microsoft, and Tesla are presented as compelling buys due to their strong fundamentals, unique market positions, and potential for future growth, particularly Tesla's role in building the physical infrastructure for the AI economy.
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Tickers discussed in this post
The IGV software ETF experienced historically oversold conditions, with data showing strong average gains of over 30% within 3-6 months after similar events.
Oracle is positioned at the center of AI infrastructure and cloud compute, offering a significant opportunity after being punished by macro deleveraging.
Intuit is a compelling buy due to its essential tax preparation and accounting software, trading at a cheap valuation with strong margins and growth despite macro selling pressure.
Tesla is in a fundamentally different category, building the physical infrastructure for AI, with the CyberCab's first production unit rolling off the line and plans for customer sales reinforcing its unique moat.
Microsoft is presented as a primary AI architect, not a victim of disruption, with strong fundamentals and Azure growth making it a compelling buy.