Australian tech stocks have taken a brutal hit — but is the sell-off finally over?
In this episode of Switzer Investing TV, Peter Switzer is joined by Adam Dawes (Shaw and Partners) and Paul Rickard (The Switzer Report) to unpack whether Australia’s battered tech sector is offering genuine value… or just tempting investors into a classic value trap.
The panel dives into:
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Whether the recent tech rebound signals a real turning point
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Why stocks like Xero, WiseTech, NextDC and Megaport have been sold so aggressively
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How AI fears are distorting valuations across SaaS and platform businesses
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The case for picking individual tech winners versus using ETFs
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Where tech fits alongside banks, miners and healthcare in the current rotation
With markets swinging on sentiment, AI hype, and earnings expectations, the big question remains: are Aussie tech stocks worth the punt right now — or is patience still the smarter play?
