Portfolio Alert: Rotation in Software & Exiting a Giant

We have been quite active in 2026. As many of you know, we have been aggressively accumulating GRAB 0.00%↑ in the first days of the year, adding even more yesterday to take advantage of the recent dip.

But right now, something else is catching our eye.

The broader market has been punishing software stocks, pushing the sector into deeply oversold territory. In our opinion, one name stands out, not just for its quality, but because we view it as having the least disruption risk from AI.

Source: Koyfin (affiliate link with a 20% discount for StockOpine readers)