Latest / The Real Investment Show (Full Show)
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 &…
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