I'm Dear Jrabosa, and you're listening to CNBC's Tech Check.

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Good Tuesday morning. Welcome to Tech Check. I'm Carl Cantania with John Fort and Dear

Grubosa. Today, beware the macro dip on software or buy it. A bull bear debate ahead of

Salesforce earnings tonight. And then top picks for

hardware ahead of HP. Wydell is the streets under the radar play this morning. Later on,

Bull calls on fintech, buy calls on Zoom and Dish. And some of these Chinese internet names getting

a big boost today. We are going to start, though, with some falling valuations, despite some strong fundamentals,

maybe a few stocks to buy the dip on. Dom Chus got more on that. Hey, Dom. All right, so traders and

investors are always looking for that blend, right? Of a company that's a solid franchise that may

have improving fundamentals, but has maybe been relatively punished unfairly, perhaps,

in some cases in the marketplace overall.

So analysts over at Credit Suisse, led by the U.S. strategy team by Jonathan Gallup over there,

have taken a look at some of the S&P 500 stocks that have fallen and seen some significant

drawdowns from their recent highs, but still have seen analysts upping their earnings per share estimates over the course

of the last several months.

And so if you take a look at the S&P 500, biggest drawdowns in price, forecasted earnings

per share improvements, you get to a list of around 50 names they identify.

Among those names, interesting ones that we've talked about quite a bit over the course

of the last several months in terms of the tech drawdown. First of all, one that comes through

on communication services are shares right now of Twitter. That particular stock has lost more

than half its value from the recent highs that we've seen down to where they are now, but earnings

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