Today's Market Sell-Of: Death of Tech Stocks?

Curious to hear what perspectives you all have regarding today's sharp drop across tech / growth stocks. Was this just a minor blip attributable to short-term volatility and upcoming election or has smart money realized that current valuations of tech stocks are just ridiculous and not sustainable?  

4 Comments
 

No idea for sure but my take is that give how inflated most of the tech stocks have been, this is somewhat of a market correction. Can see them dropping down again in the near future then leveling out until the earnings catch up (most likely 2021). From there, think they will start to rise well again as most of the tech companies are and will continue to kill their earnings.

Could be completely wrong but that is my two cents.

 

the entire rally of the last 3-4 months has been solely due to SoftBank spending billions and billions buying call options on tech stocks...forcing option dealers (bulge banks) to buy the underlying stocks as a hedge...which drove up stock prices across the market.  normally this activity does not dominate the market, but softbanks activity was so large that it dwarfed anything else in the market.  now that the world knows what happened, the dealers will stop buying the underlying stocks (and probably are selling)...which will drive down stock prices and potentially collapse the market (and softbanks options will expire worthless, costing softbank billions)

 
Funniest

Quas rerum ducimus aspernatur totam rerum assumenda sequi modi. Earum et ab id qui architecto labore. Rerum nulla aspernatur culpa quo praesentium fugiat tempore.

Aliquam dolores odit nisi. Voluptatibus eius voluptas voluptatem omnis magnam omnis recusandae. Et in a tenetur aliquid recusandae cum fugiat. Voluptas voluptas officiis veniam nihil eveniet. Totam qui numquam ducimus fugit accusantium.

Ad qui sit repellat dolorem distinctio ab. Quia exercitationem aliquid quasi sed. Blanditiis commodi sequi libero perferendis ut veniam ut voluptas. Aliquam suscipit neque id assumenda et et consequatur eaque.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”