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marketwatch_top may 01, 2026

Software stocks are finally priced for a comeback, this veteran strategist says. He’s buying.

Fundstrat's Tom Lee says software stocks are priced for a comeback and he is buying.

impact+0.50 sentiment+0.60 n=3
fundstrat's tom lee says software stocks are finally cheap enough to buy. he argues investors are underestimating how well these companies will adapt to ai. lee is buying into the sector now, betting the pessimism has gone too far.
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