As Wall Street frantically repricing software maker stocks due to threats from AI tools, a group of investors are lining up to buy the dip. According to Scott Lubner, head of equity and equity derivatives strategy at Citadel Securities, retail traders snapped up software stocks on their platform for record amounts. The company has been tracking this data since 2017. “Net notional value on our platform has reached levels we have never seen before,” Rubner wrote in a note to clients on Tuesday, “and the scale, continuity and breadth of buying activity have significantly exceeded previous peaks, highlighting the role of retail investors as a major source of incremental demand in early 2026.” "Since Anthropic PBC launched a productivity tool tailored for in-house legal teams, stocks ranging from small software developers to large wealth managers have been involved in a sell-off.
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Castle Securities: While software stocks are being sold off, retail investors are bottoming out at an "unprecedented" speed
As Wall Street frantically repricing software maker stocks due to threats from AI tools, a group of investors are lining up to buy the dip. According to Scott Lubner, head of equity and equity derivatives strategy at Citadel Securities, retail traders snapped up software stocks on their platform for record amounts. The company has been tracking this data since 2017. “Net notional value on our platform has reached levels we have never seen before,” Rubner wrote in a note to clients on Tuesday, “and the scale, continuity and breadth of buying activity have significantly exceeded previous peaks, highlighting the role of retail investors as a major source of incremental demand in early 2026.” "Since Anthropic PBC launched a productivity tool tailored for in-house legal teams, stocks ranging from small software developers to large wealth managers have been involved in a sell-off.