It's tempting to go into the big business software platforms like AYX, TTD, TWLO, etc. as they have sold off big time, but keep this in mind:
Quote:Enterprise tech has been a hot area for investors in recent years, but the theme works only as long as corporate buyers are paying up for the technology. That’s no longer a sure thing. A wave of new data indicates that spending growth could weaken in the coming year. Blame worries about the global economy and the continuing trade war. Goldman Sachs’ September survey of technology sellers showed that demand trends from large corporations have “deteriorated markedly” across all industry verticals, compared with its June survey.Enterprise Tech Stocks Face the Threat of Weaker Corporate Spending - Barron's