Jim Worden sees an overreaction in technology, creating a buying opportunity in software as investors focus too heavily on hardware headlines. He highlights Adobe (ADBE) as a value play and remains bullish on Nvidia (NVDA), citing strong margins and backlog that still make it attractive relative to many defensive staples. Worden also points to mega-cap anchors, supply-chain beneficiaries, and even oversold crypto as areas where value is emerging amid disruption.

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