AI Fatigue is Real – And It Can Make You Money

POSTED BY: VANCE HOWARD

2-17-26-SPY

The market is having AI fatigue, and software companies, along with a lot of very profitable tech firms, have sold off in the last three weeks. After starting the year off strong, the market has now given back January gains and looks to be a bit sloppy. The markets should now be considered oversold, as identified by the VIX. There has been a nice rotation, and the consumer staples sector is holding up well. We think investors rotating their capital rather than just selling out is a good sign of a bull market. Will it rotate back into software and tech? The answer is “Of course.” Any time we have had a disruption such as the start of the internet, cloud storage, etc., the top 100 firms have always found a way to adapt and profit.

2-17-26-VIX

Microsoft (MSFT), one of the most profitable companies on the planet and one of the biggest constituents of all the major indices, has sold off and is down about 14% YTD. Not only do they have a mountain of cash, but they also have a mountain of intellectual capital, meaning very smart people working there. The companies that have sold off in the last three weeks are some of the most profitable companies around. Ask yourself, do you think the MAG seven is not already gaming AI for their profitability?

2-17-26-IGV

The volatility has created buying opportunities in companies like Microsoft (MSFT), Palantir (PLTR), and Applovin (APP), just to name a few. Also, if you want to play a large basket, the iShares Expanded Tech-Software ETF (IGV) has sold off and is very close to hitting very strong support.

2-17-26-QQQ

The market is still in an uptrend and is testing some areas of support, and in a trading range.

Like Warren Buffet always says, buy when others are selling. So, get your buy list out and start looking at some of the most valuable companies anywhere in the world, they are now on sale.

The HCM-BuyLine® is a proprietary indicator of Howard Capital Management, Inc. (HCM), a registered investment adviser. There can be no guarantee that the HCM-BuyLine® indicator will perform as anticipated. Its use does not guarantee outperformance of strategies not employing such programs and does not insulate an investor from the risk of loss. The Pilot’s Advisor, LLC is not affiliated with Howard Capital Management, Inc.

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Check the background of your financial professional on FINRA’s BrokerCheck.

The Pilot’s Advisor” LLC is a registered investment advisor with the United States Securities and Exchange Commission and only conducts advisory business in states where it is properly notice-filed or otherwise excluded or exempted from notice-filing requirements. To get our most updated registration details, please click this link. Registration as an investment adviser does not imply a certain level of skill or training.

Podcasts and other materials made available on this site may contain opinions of the speaker, which are made as of the date of publication and are subject to change. These materials are provided for informational and educational purposes only and should not be construed as individualized advice. All visitors should consult with the professional(s) of their choosing regarding the appropriateness of the discussed topics and methods to their personal situation.

Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, retirement savings, employer contribution rates, retirement plan investment options, coordination with the client and the client’s other engaged professionals, market conditions, and other factors.

The corporate logos featured on our website are used to indicate that we have assisted numerous employees from these companies. These logos and other protected marks are owned by and used with the permission of their respective owners. Our use of these logos does not imply endorsement, affiliation, or sponsorship by the respective companies.

There can be no guarantee that future clients will have the same experience or outcomes as prior or current clients. Past performance and clients results do not guarantee future outcomes. All investing comes with risk, including risk of loss.

**32,000 equity positions across 42 countries measured as of May, 2025 across all investment portfolios made available through The Pilot’s Advisor. These totals include equity and geographic exposure obtained through pooled investment vehicles.

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