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Buy Down Cases: AU IT Sector April 2026

In early 2026 major redundancies were announced by foundation

 tech and telecom firms across Australia, including job cuts at

 major names like WiseTech Global and Atlassian, with the restructurings

 frequently attributed to AI substitution. This caused irrational panic selling of IT companies. The astute investor would realise there were buying opportunities in April 2026 (green circle).They could then realise significant gains in early May 2026 (red circle). Another buying opportunity presented itself a few weeks later in late May 2026 with another get out in early June 2026.

If the investor held their nerve and assessed the subsequent publicity and continued to hold IT shares, in the 5 weeks from 1 May 2026 to

early June 2026 the top 8 IT shares increased by about another 50% with

a final get out in early June 2026 (red circle).

buy down IT early 2026.jpg
Case Study 6.1 10june26.jpg
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