So what's the latest in regards to the so called "tech bubble"? I've been hearing about it for a while now, but mostly conflicting reports. Has silicon valley been slowing down? Is the tech industry dying or is the industry bubble expected to burst?
Any thoughts on this? Links and sources would be greatly appreciated.
*PS I searched the forum. Most threads on this topic were from well over a year ago.
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It keeps getting runway by greater fools such as SoftBank and strategic(idiot) buyers. The Vc funds and their pension fund lp’s have no incentive to want the musical chairs music to stop. It will take a couple of shocks maybe to cause the spigot to dry up. Some of those in the pipeline include:
-Tesla to go bankrupt -Amazon web services revealed to be phar mor style accounting fraud -Netflix to be revealed to be worldcom capitalized operating costs style accounting fraud -Uber to have an extreme down round ipo wiping out billions of equity investors value -SoftBank going bankrupt
Please provide details on your thesis for these companies (for example, NFLX). Other than ETFs, I've avoided tech but you're making some pretty bold claims. Provide support.
If you had just listened to me and put on the short you be up 14 percent by now. Also wework will go more bankrupt then the last big coworking chain did.
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Disclaimer: I don't know anything about tech and can barely use a computer. Statement: Isn't the idea of a technology bubble odd? What is technology? Isn't it basically just tools us humans figure out ways to use to accomplish our goals more efficiently? Aren't we always going to be trying to accomplish goals as efficiently as possible? So is a technology bubble the product of humans placing disproportionate value into the efficient accomplishment of goals? But at the same time, real estate has bubbles and people always need a place to live... I'm drunk don't listen to me
Woah. What if our goals are misguided? Why do you think technological evolution = progress? Read the Unabomber manifesto bro.
I don't necessarily think that. I'm actually a massive hippie in a lot of ways and am always looking at things from an ancestral/evolutionary perspective. The idea of progress is just a human construct. We're born, we live, and we die. There's no objective right or wrong. imo
I just made a post about tech stocks like two hours ago
just get a degree in a CS/CE/EECS from a decent school and you're hired. nothing new, nothing has changed.
Edit: also don't be retarded
Tech is being battered in the markets: tesla, baba, nflx, CRM , AMZN and others delivering canings to investors. Wonder if this will temper VC activity?
There might be a bubble in overall market but I think technology looks expensive, which is not surprising. Shiller has a trailing P/E for the S&P 500 of about 33 (twice as high as normal) with tech at about 39. Your sell side (or buyside) people might prefer a forward P/E. Yardeni says the forward P/E of the S&P 500 is about 17.... Here is a link to a recent Yardeni report with the subsectors
Yardeni
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