observing
Tech Stocks in Bear Market Territory:
1. SanDisk, $SNDK: -66%
2. Arm Holdings, $ARM: -64%
3. Coinbase, $COIN: -63%
4. Nebius, $NBIS: -62%
5. Seagate, $STX: -60%
6. Marvell Technology, $MRVL: -59%
7. ServiceNow, $NOW: -57%
8. Oracle, $ORCL: -56%
9. AppLovin, $APP: -54%
10. Circle, $CRCL: -54%
11. Super Micro Computer, $SMCI: -51%
12. Micron, $MU: -48%
13. Dell, $DELL: -47%
14. SpaceX, $SPCX: -47%
15. Qualcomm, $QCOM: -43%
16. Broadcom, $AVGO: -41%
17. AMD, $AMD: -39%
18. Robinhood, $HOOD: -38%
19. Alphabet, $GOOGL: -32%
20. Tesla, $TSLA: -32%
21. Palantir, $PLTR: -28%
22. TSMC, $TSM: -28%
23. Meta, $META: -26%
24. CrowdStrike, $CRWD: -26%
25. Nvidia, $NVDA: -25%
The S&P 500 has now erased -$4 trillion in market cap since October 6th.
I was surprised but looks like it
finally we are back in the boring phase
only bad news
nothing else seems to be happening
crypto is bleeding or crashing
those who are still here are horrified
rest of the people left long time ago and don’t care
asymmetric opportunities will spawn soon
It’s been a long time since the timeline has felt this dead.
And it happened fast.
The quiet and boring stretches with constant negative headlines have happened before.
Every time it feels like an eternity when you’re in one.
But every time, there were incredible opportunities for anyone who stuck around and believed.
So don’t give up anon.
This too shall pass.
Delusional bulls will continue to win.



















