An analyst is flagging that 2026 could bring some serious volatility, particularly driven by midterm election cycles. Here's the thing though—chasing tech stocks might not be your best move in that environment.

The core argument? When uncertainty tied to political cycles hits the market, money often rotates away from growth-heavy tech into more defensive or economically-sensitive sectors. We're talking about plays that tend to hold up better during shaky periods.

The strategy shift matters here. Instead of loading up on the usual tech names during a potentially choppy year, analysts are pointing toward specific sectors that could outperform. These are areas where fundamentals remain solid even when risk appetite dries up.

It's basically a rotation play. Tech isn't going anywhere long-term, but tactically speaking, positioning matters when the calendar is working against you. The midterm-driven volatility could create real opportunities in overlooked corners of the market—if you know where to look.