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)

 
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