Emily Flippen

And when we're talking about $135 billion worth of CapEx spend, there is a lot of, hey, you got to just trust Zuckerberg because he supposedly knows what's going on.

Maybe the greatest acquirer, too, because you do have the acquired Instagram and the acquired WhatsApp.

Those were really controversial deals at the time, and they've both been phenomenal successes.

We will see where this story leads us.

I'm excited to see what sort of artificial intelligence products they introduce in 2026, because they're spending a lot of money.

They've acquired a lot of talent, a lot of people who have built a lot of really interesting things.

So there's hopefully something there, but we're not seeing under the hood quite yet.

When we come back, we're going to go dumpster diving in SaaS stocks.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money.

One of the big trends in 2026 is that SaaS stocks and SaaS related stocks have been absolutely taking it on the chin.

So we're going to do a little dumpster diving in the SaaS market, if you will.

And I want Lou and Emily to

kind of draft some SaaS stocks that they're interested in and give us an idea.

All of these stocks that we're going to talk about here are down at least 30%.

So to just give you an idea, some of the names, the Trade Desk, Shift4, Netflix, Salesforce, Adobe, there's a lot of companies that are down really big over the last few months.

Lou, what's on the top of your list?

What would be your first pick if you're dumpster diving in SaaS stocks today?

Do you think this is one of these opportunities we're going to look back on?

Looking at the drawdowns over the last 25 years or so, in 2004, 2005, down about 75%.