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VIDEO: Software's 'Unfair' Sell-Off With Schwab Network

We agree with the market overreaction, but this is the next likely catalyst.

Chris Versace·Feb 17, 2026, 12:45 PM EST

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Software's beatdown by Wall Street is one that Chris Versace believes investors can take advantage of. 

During a recent appearance on Schwab Network, he noted that data-collection companies are seeing strong downside risk, but he also pointed to opportunities elsewhere across software. And while the Q4 2025 earnings season was expected to be the next catalyst for the market, Chris explained why that is now looking to be the upcoming wave of investor conferences and management presentations. 

He also talked about Apple's (AAPL)  potential with Siri and an upgraded iPhone cycle. As for Bitcoin, Chris urged caution but sees more upside for gold.

https://www.youtube.com/watch?v=W9VpDXrxy80

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At the time of publication, TheStreet Pro Portfolio was long AAPL.