Name: Luke Lloyd Highlights ZS, INTC, and Beaten-Down Software Plays
Uploaded: 2026-05-26T20:27:47.262-05:00
Duration: 7 min 32 s
Description: Luke Lloyd sees opportunity in under-owned software and cybersecurity names as the market rotates beyond mega-cap tech. He highlights Zscaler (ZS) and Intel (INTC), along with upside in Sony (SONY), Guidewire Software (GWRE), and HubSpot (HUBS), as AI and stable liquidity support growth.

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<p>Luke Lloyd sees opportunity in under-owned software and cybersecurity names as the market rotates beyond mega-cap tech. He highlights Zscaler (ZS) and Intel (INTC), along with upside in Sony (SONY), Guidewire Software (GWRE), and HubSpot (HUBS), as AI and stable liquidity support growth.</p>

Luke Lloyd Highlights ZS, INTC, and Beaten-Down Software Plays

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