Is It Time To Go Bottom Fishing in AI Software? These Names Look Like the Smart Place To Start

The article argues investors should consider “bottom‑fishing” in beaten-up AI‑related software stocks, spotlighting Cadence Design Systems and Palo Alto Networks as likely beneficiaries of the AI agent wave. It frames the opportunity as selective: firms with strong data moats, AI expertise and steady management could outperform, while companies lacking clear AI strategies or facing leadership churn carry heightened risk. The piece cites Nvidia CEO Jensen Huang’s view that AI could expand demand for software tools, supporting a re‑rating for certain software names. Overall the note is a market commentary encouraging selective buying in software where fundamentals and AI positioning suggest upside over the coming years.