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Ocampo: "Overcorrection" in Software Selling

7 min11 februari 2026

With some on the Street nicknaming the recent software selling as "SaaS-pocalypse," Bobby Ocampo joins Morning Movers to discuss the real impact AI tools have on the overall space. He says cybersecurity stocks will actually benefit in the new wave of AI adoption, indicating that is a position of the software group to monitor. Bobby says there's an "overcorrection" occurring among the publicly traded software names, but cautions that these companies need to utilize these AI tools while they still have "an early lead."


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