Stephen Weiss bought shares of Microsoft , which could be a tactical trade for investors after sentiment around growth stocks improved on some better inflation data. Part of my portfolio's long term, but I'm also, you know, I can trade," Weiss said Monday on CNBC's "Halftime Report." So that's why I bought Microsoft. Despite the steep drop, Microsoft outperformed other mega-cap tech stocks investors found more risky, such as Amazon, which plunged more than 49%, and Alphabet, which dropped about 39%. SoFi's Liz Young said she agreed with Microsoft as a trade for short-term investors, though she warned investors against suddenly turning bullish on mega-cap tech stocks.

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