TECH

MMs trying to V this overinflated pig. They’ll succeed. They can’t exit their positions if the circuit breakers go off. It will be a slow bleed, with an occasional 3% drop. They need retail to bag hold all the worthless garbage they’ve been collecting, like REE companies, BTC miners, big tech that spent a fortune on their server farms, and high flying stocks with zero revenue.

My tech is getting absolutely butchered 🙄

Did we just do a 2019 to 2022 speed run in 4 months? First the heavy hitters popped off Then came space and tech that doesn't exist yet Then some penny action Now complete obliteration. GG.

The market once again chooses quick pain over slow bleed. A fast pull back is what I expect. Quite bullish actually looking a bit longer term especially when bank earnings were good and tech earnings is estimated to be good. Rate cuts coming and off course the TACO on China. "All I ever do is make deals" - Trump But go outside or something in the meantime while the slaughter happens.

if this is just about regional bank worries, i suspect the market shakes it off and chases a new narrative next week. we are in a bubble, but it seems like tech doesn't care about this. shouldn't small caps be bugging out more with the bank news? i mean, eh, seems like it's the china thing or uncertainty or whatever it will be in tomorrow's tweet.

The sheer amount of FUD on WSB is impressive. Everytime it swayed me before I lost out on gains. Never again. Don’t sell or you will regret it. Earnings is right around the corner. TSM has shown tech will still be doing great and that is all that matters.

Why is everyone so scared? Let’s get those tech earnings in and let’s pump until January… TSM showed AI is still in extremely fat ass demand

So the dollar lost power, bank reports were less than expected, but TSM and other tech companies are still reporting great. I just need my 7DTE to moon tomorrow pleaseeeeee

Yes today was bad, but Q3 tech earnings will be no different than Q2. Money printer go brr, they’ll throw a few “x billions for AI infrastructure, secured firm power to new campuses, more GPUs or ads sold, etc.” there’ll be more development in AI robotics and progress besides just chatbot porn and AI ads coming. You either believe in the rally or not-

I'm super bullish. I've just rotated fully into gold, silver and uranium, and out of tech, but I'm still bullish.

That's why I've rotated out of tech heavy companies / ETF's

Unless Open AI is hiding alien level tech there is a huge bubble man. No way GPT5 has enough gas to actually generate enough labor replacement to make all this investment into reality.

Just noise Tech will blowout

Tech companies before AI hype: We will become carbon neutral! Tech companies with AI hype: Who wants higher electricity bills and dirty water for a video of Will Smith eating spaghetti?

After this next season of tech earnings, I'ma sell everything and go to that farm up north

One day we will finally come together and cannibalize the tech oligarchs trying to cyberpunk our asses

Potential catalysts in the next FEW WEEKS. China trade deal. Fed rate cut. Government reopens. Tech earnings. Buying last Friday, buying today and buying tomorrow. QQQ calls/ TQQQ shares

I could be wrong, but I don't think they crash it tomorrow. Because they have OPEX, which means huge payouts for longer term hedges. We also have tech earnings on deck and a possible China trade deal headlines next week. So in closing, this is my first day without a fuck tonne of puts mostly because I've been broken as a person in general.

In Oct 2025, institutions like hedge funds and banks are likely positioning themselves differently than retail investors to stay ahead. Here's a concise summary: - *Institutional Playbook:* "Fade the obvious" by taking profits in crowded sectors like energy and defense, and re-entering quality tech or semis on pullbacks. - *Banks' Positioning:* Hedged and policy-sensitive, with tilts towards financials, industrials, and defense, while being market neutral/hedged in energy vs. clean tech. - *Hedge Funds' Tactical Adjustments:* - **Macro/multi-strategy funds:** Running barbell portfolios with tight hedges, rotating into energy infrastructure and U.S. regional banks. - **Equity long/short funds:** Preferring idiosyncratic, bottom-up alpha with long/short positions in specific stocks. - **Quant/systematic funds:** Shifting models towards momentum + mean reversion mixes. - *Second-Order Thinking:* Institutions trade how others will react, using sector ETF flows as liquidity and anticipating rotations before retail investors. - *Bottom Line:* Institutions are likely overweight defense/industrials, neutral/hedged in energy, and selectively long U.S. banks and tech, with a focus on managing risk and alpha generation.

Alright here’s my best guess: we stay flat from now to mid Nov. around Nov 20 or so the market will TANK down 10%, adjust back up 3% the next day and then bloodbath over Thanksgiving week. We won’t hit the bottom for at least 1 year. I’m waiting for cheap calls on EDV closer to that week. The fact they’re letting us put out 401k in private credit is fucked and is the writing on the wall. In the long run, private equity and credit will blame big tech, and vice versa. Ban me if wrong.

Tech is gonna beat earnings but will give shitty guidance. Get ready for more red.

This dip will be forgotten in 3 weeks when more good earnings start pouring in and tech guidance gets more upbeat. Bunch of emo kids here

I bet your dum ahh actually believed it when he said he’d send a doge refund, tariff refund, when Tech CEO’s said they’d invest trillion’s, etc. It’s all just a scam kiddo

The plan is: new IVF pharmaceuticals and cloning tech will create the Republic's future army of clones. The Federal Republican ICE clone army will enforce border policy, fight Antifa, Venezuela and keep America safe. I predict EMD Serono, GenScript, MCLAB, ViaGen Pets and the Kaminoan cloning program will go to the moon tomorrow bois. ... cause us plebes aren't having kids ... unaffordable in America today.

You bools are a bunch of booty butts. 300% today on puts. Blow up this fake tech bubble. Rover the robot will not take your job.

WMT announced an openAI partnership and you still think "this is not a bubble" and "the AI revolution is just getting started"? It's getting hard to find a tech CEO that hasn't publicly disagreed with you. It's time to move on.

Ww3 with China... draft age lowered to 8 year old, trade shut down, all trade and tech to china restricted immediately

If TSMC is any indication, this will probably be a pretty good quarter for tech earnings, so maybe we should cool it with the sell-offs? Idk just an idea.

Quick, need some tech companies that were formerly competitors to announce reciprocal investment money in one another!

Ironic after 2000 years and the tech revolution we return the oldest money we've ever known as the best store of wealth

Space stocks: down Rare important rocks stocks: down AI Tech stocks: down

QUICK BIG TECH ANNOUNCE A SILVER INTENSIVE DATA CENTER NOW!!!

market is done for until tech earnings

What about your silver intensive data centers tech bros? C'mon be pals, sorry I called you nerds.

Don't you tech bros have a data center to announce? Wake up nerds.

Tech bros might want to see if their favorite company is silver intensive.

TSM getting "guidance dumped" on earnings, and taking brk/b, oxy & chip tech w/ it

Don’t be afraid bulls with market volatility, this is atypical behavior when institutions/whales take positions before big tech earnings and interest rate cuts. Hold your positions, you will not regret.

if i have $20k worth of puts and $80k worth of tech stocks, am i hedged? Pls tell me

So good. up again with tech and btc short. never has making money been this easy

Fuck your stupid minerals, fuck your stupid blockchain, fuck your stupid Ai tech companies that invest in eachother, I’m out

#what would Linus Tech Tips do

How to collect everyone's biometrics and enslave the world?  - make tech absolutely necessary for daily life  - make tech unusable with AI bots  - pretend to make efforts to ban bots, unless ppl share their biometric data  #😈 

AMPX 😍  Tech, drones, war, low cap, batteries, tits, Thanos

I said it was inflated but not a total sham. We as humans are their profit and we will never NOT be valuable data. The younger generation (im 21) is increasingly reliant on such tech and out attention spans are being sold for engagement. Bubble my ass

EOSE is the only battery tech left now that ABAT died

Word is out on AMPX, wish I got in a little earlier but up good and this is a tech/war stock with a cap less than onds 😂 

going down down - government shutdown in affect. Maybe big tech will stay up though

Big tech as supposed to give us flying cars and all we got was AI sex bots.

At this point, which tech companies don’t have strategic partnerships with each other