So I've been watching the tech selloff and honestly, there's some really compelling stuff happening if you look past the noise. Whenever there's weakness in the market, that's usually when the smartest money moves in—and right now we're seeing that play out with best AI technology stocks getting hit pretty hard.

Let me break down what's actually supporting the market fundamentals. Two things matter: earnings and interest rates. The Fed's expected to cut again later this year, and earnings growth is actually accelerating across the board. We're looking at nearly every sector positioned for solid year-over-year expansion. What's wild is the capex spending on AI infrastructure—companies are projecting around $530 billion this year, up from $400 billion last year. That's not slowing down anytime soon.

I've been looking at ServiceNow pretty closely. The stock got absolutely hammered, down nearly 50% from its highs earlier this year. Here's the thing though: this company actually gets it when it comes to integrating best AI technology into their operations. They've been working with OpenAI and Anthropic to weave those capabilities directly into their platform. It's not just hype—they're actually building it.

The numbers back this up. ServiceNow posted consistent 21-24% revenue growth through 2025, hitting $13.28 billion. That's more than doubled from just a few years back. They had 244 deals over $1 million in Q4, up 40% year-over-year. The company's guiding for 20% revenue growth this year and 18% next year. CEO just bought $3 million of shares himself, which tells you something about how cheap it's gotten. If it bounces back to recent highs, you're looking at serious upside.

Then there's Celestica, which is the pick-and-shovels play. This is the company actually building the AI infrastructure—the servers, networking equipment, data center hardware. They've grown revenue 29% last year to $12.39 billion, and more than doubled their top line since 2021. Their earnings jumped 56% adjusted, over 90% GAAP.

What impressed me most is their 2026 guidance. They're expecting 37% revenue growth and planning to invest $1 billion in capital spending. They're not just riding the wave—they're betting big on the AI infrastructure cycle continuing. The stock's down about 25% from its November peak, which feels like a genuine buying opportunity for a company with this kind of best-in-class AI technology exposure.

Both of these are in totally different positions now compared to where they were a year ago. The market's being too harsh on the drawdown. If you're thinking long-term, this is exactly when you want to be adding to positions in companies actually executing on AI infrastructure and integration. Not financial advice obviously, but the risk-reward looks pretty attractive from where I'm sitting.