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3 Glorious Growth Stocks to Buy Hand Over Fist if the Stock Market Crashes

2026-10-08 10:04 •Anthony Di Pizio •The Motley Fool Positive Axe Cap view: Selective •Macro•Inflation•Rates•Equities•Earnings•Technology•AI•Semiconductors •ZS•UBER•DOCN•AMZN•MSFT•CRWD•PANW•NVDA•AMD

Axe Cap view

Three Tech Growth Plays Worth Watching on a Market Correction

S&P 500’s lofty valuations and AI hype set the stage for selective buying in cybersecurity and autonomous tech if markets stumble.

The US market is richly valued, making a correction more than a theoretical risk. Zscaler stands out with its essential zero-trust cybersecurity—a must-have as AI makes threats more complex. At a reasonable price-to-sales ratio near 9.3, it offers solid growth potential without extreme froth. Uber is another candidate: its push into autonomous vehicles could cut costs dramatically, backed by a large, loyal user base. DigitalOcean also shows impressive AI-related revenue growth, but at a current premium, it feels too hot without a pullback. South African investors can watch the USD/ZAR carefully here—our currency’s swings will affect the affordability of these US names, especially when the rand is volatile amid global uncertainty. Local South African tech options remain limited, so using the rand as a gauge is practical. The big caveat? A sudden improvement in AI tech adoption or unexpected easing of global inflation could keep the Nasdaq and growth stocks elevated longer than expected. this is just our opinion and not financial advice

How I would invest

Buy Zscaler steadily on weakness and accumulate Uber selectively; wait on DigitalOcean for a meaningful correction first.

What I would watch
  • ZS
  • UBER
  • USD/ZAR
What could go wrong
  • faster than expected easing of global inflation
  • stronger USD putting pressure on rand-linked investments
How strongly I feel

6/10

With the S&P 500 trading at historically elevated valuations (second-highest since the dot-com bubble), rising inflation, interest rate hikes, and potential AI development slowdowns pose risks to the market. The article recommends three stocks as potential buying opportunities if a market correction occurs: Zscaler for its zero-trust cybersecurity solutions, Uber for its autonomous vehicle partnerships, and DigitalOcean for its AI data center infrastructure.

Our take is based on reporting first published by The Motley Fool.

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