technology
Technology remained the market’s dominant leadership sector, with strong chart patterns, persistent inflows and continued AI-related earnings and investment optimism. Chris Vermeulen and Michael Lebowitz said technology’s strength is masking broader market weakness and sector churn 25, while JPMorgan strategists expected technology stocks to regain lost momentum 3. The period also featured growing concern over stretched valuations, leverage, concentration and AI regulation, alongside disagreement over whether rapid innovation will ultimately validate current enthusiasm 101528.
Where the voices land
All voices 4 voices1 bearish3 bullish
Bearish
- MLMichael LebowitzBearish He plans to trim tech stocks further over the coming week or two. “we're probably going to do a little more trimming of some of the tech stocks” ▶ 1:00:38 Market Starting To Crack Under High Bond Yields?… · 26 Sept
Bullish
- RDRay DalioBullish Dalio believes new technology will be genuinely transformative and great, though investors must ask whether they are paying too much for it. “New technology will be great, there is no doubt about that” Open the post Almost every technology boom creates a bubble, t… · 9 Sept
Strongly bullish
- CVChris VermeulenStrongly bullish Technology stocks remain very strong with bullish chart patterns and are masking broader market weakness. “technology stocks are still actually very strong. They have bullish chart patterns They are a heavyweight.” ▶ 20:02 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
- TKThe Kobeissi LetterStrongly bullish The host says we are in the midst of a generational shift in technology and urges taking advantage of it. “We are in the midst of a generational shift in technology. Take advantage of it.” Open the post AI is much bigger than most people realize. We … · 8 Sept
1 bearish3 bullish
Mentions
65 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 23 mentions
- The Kobeissi Letter 8 mentions
- Walter Bloomberg 7 mentions
- David Lin 4 mentions
- Adam Taggart 3 mentions
- Guy Adami 2 mentions
- Jack Farley 2 mentions
- Dan Nathan 2 mentions
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