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r/valueinvestingr/valueinvesting· u/SnooHamsters5586· 2d agoDiscussion 0

Tech stocks fall again.. rotation or bubble?

Investor summaryNeutral

Author questions if the recent tech sell-off is a rotation or a bursting bubble, asking if others are buying the dip.

Bull points
  • Tech stock fundamentals remain intact despite a 10% price drop.
  • Potential opportunity to buy the dip at discounted valuations.
Bear points
  • Tech stocks are suffering major losses, raising bubble concerns.
  • Fears of a bursting bubble reminiscent of the dot-com fiasco.
价值 / 回购降息与宏观
Post body

Once again, Tech stocks took another major loss. I'm curious whether this is a rotation to other sectors of the stock market or the 'bubble' has finally burst on tech? I have seen corrections in the stock market before. I even remember the dot.com fiasco years ago. But when a stock loses 10% of its value while it's fundamentals remain intact, it makes you think.

Anyone buying the dip? If so, what?

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