5 reasons JPMorgan says the historic wipeout in software stocks is a buying opportunity

Wall Street traders work on the New York Stock Exchange floor.

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• The software sell-off erased $2 trillion of market cap and dragged the broader market last week.
• JPMorgan analysts said the software meltdown is an opportunity to buy the dip.
• Strong fundamentals and earnings, as well as "extreme" low positioning, are bullish factors.

The dramatic plunge in software stocks last week isn't a warning, but an opportunity.

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