2-9-26 Technology Stocks: Dead… or the Next Opportunity? скачать в хорошем качестве

2-9-26 Technology Stocks: Dead… or the Next Opportunity?

Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that’s creating selective opportunity? 0:00 - INTRO 0:19 - Superbowl Recap & Looking for BLS & CPI 4:41 - More Trapped Longs & Volatility to Come 10:38 - Market Volatility May not Be Over Yet 14:28 - The AI Threat to Software Co's 18:12 - Salesforce vs AI 23:20 - Narratives are Justification for Overpaying 26:30 - Technology Sector Analysis & Rotation 29:40 - Value to Growth Rotation 32:05 - Where are Earnings Coming From? 35:08 - Waiting for the Bottom to Buy 37:36 - Fundamentals Then & Now 40:01 - Margin Debt vs DPI (Disposable Personal Income) 41:30 - What Happens When You Lose it All 44:05 Boomer Advice for Younger Investors 48:41 - Learn when Enough is Enough Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9n... ------- Articles Mentioned in Today's Show: "Speculative Narrative Unwinds" https://realinvestmentadvice.com/reso... "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/reso... ------- Watch our previous show, "The Wealth-Health Gap," here: https://youtube.com/live/TynkcovRQIQ?... -------- The latest installment of our new feature, Before the Bell, "100-DMA Holds, Volatility Returns," is here:    • 2-9-26 100-DMA Holds, Volatility Returns |...   ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-... -------- SUBSCRIBE to The Real Investment Show here:    / therealinvestmentshow   -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social:   / realinvadvice     / lanceroberts     / realinvestmentadvice     / realinvestmentadvice   #StockMarket #SP500 #MarketVolatility #TechnicalAnalysis #RiskManagement #TechnologyStocks #Nasdaq #MarketVolatility #SectorRotation #RiskManagement