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What do we think about the tech sector?

Posted on 7/28/25 at 9:55 am
Posted by TDsngumbo
Member since Oct 2011
48787 posts
Posted on 7/28/25 at 9:55 am
Is it here to stay or are we looking at an inevitable crash like the late 90's/early 2000's again? I like it a lot and the only thing I see leading to a general downturn would be interest rates, though I think we see mergers down the road because of it with the big boys scooping up the little brothers of the industry. Am I dumb for investing a huge portion of my retirement plan into this sector? I have roughly 20 years left to work.
This post was edited on 7/28/25 at 9:59 am
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31433 posts
Posted on 7/28/25 at 9:59 am to
I think a bit of both. I don't think there is enough money to go around re: AI when balancing investment cost and productivity outcome. I think it's going to be really useful, but not "everyone and their mother investing hundreds of billions of dollars chasing the dragon" levels of useful, at least not within the next few decades. If I were throwing a dart, I think there's room for one or two winners and a whole bunch of losers. But I don't think even the winners will be able to completely avoid a pullback at some point.

But I could be dead wrong. As always, we live in interesting times
Posted by Hitman67
Lumberton, TX
Member since Jul 2024
266 posts
Posted on 7/28/25 at 10:17 am to
The crash of the early 2000s was due to companies that weren't making profits and stocks being sky high based on the future. Compare that today where the Biggest 7 tech stocks are cash cows (sitting on billions). The real issue or bottle neck going forward is energy. AI going forward is likely to be limited because of energy. The real question, even if they get rid of the red tape for Nuclear Energy, how fast could they really scale....
Posted by castorinho
13623 posts
Member since Nov 2010
86031 posts
Posted on 7/28/25 at 10:25 am to
People have been saying this for far too long.
As long as the tech companies continue to adapt to new stuff, it should be fine.
Posted by beaverfever
Arkansas
Member since Jan 2008
35329 posts
Posted on 7/28/25 at 10:54 am to
In 2025 “tech companies” are just companies. There’s no parallel between the late 90s and now other than maybe arguing that valuations were high in both periods. They were beyond just high during the dot com boom though.
Posted by Hitman67
Lumberton, TX
Member since Jul 2024
266 posts
Posted on 7/28/25 at 12:07 pm to
True......If you think about it, all new companies/new products are tech companies. Lol, Standard Oil was a tech company back in the day....
Posted by anc
Member since Nov 2012
20321 posts
Posted on 7/28/25 at 12:18 pm to
The late 90s was nothing like today. Sure, the stocks are expensive, but you can back the companies up with their balance sheets.

Read about pets.com (LINK


During its first fiscal year (February to September 1999), Pets.com earned $619,000 in revenue, and spent $11.8 million on advertising. Pets.com lacked a workable business plan and lost money on nearly every sale because, even before the cost of advertising, it was selling merchandise for approximately one-third the price it paid to obtain the products.

The company went public on the NASDAQ stock exchange in February 2000 and raised $82.5 million; the former Nasdaq stock symbol was IPET.


he company announced on November 7, 2000 that they would cease taking orders on November 9, 2000 at 11am PST and laid off 255 of their 320 employees.Pets.com had around 570,000 customers before its shutdown.[28] Pets.com stock had fallen from its IPO price of $11 per share in February 2000 to $0.19

Rinse and repeat about 100 times. That was the dot-com crash.

This post was edited on 7/28/25 at 12:19 pm
Posted by ItzMe1972
Member since Dec 2013
12139 posts
Posted on 7/28/25 at 12:45 pm to
Technology is obviously our future.

I've had a majority of my stock portfolio in QQQ for over 15 years.

Up close to 1500%.
Posted by TDsngumbo
Member since Oct 2011
48787 posts
Posted on 7/28/25 at 12:58 pm to

I moved a large chunk of mine over to tech last summer. Gonna try to ride it for the next 15 years or so.
Posted by kaaj24
Dallas
Member since Jan 2010
877 posts
Posted on 7/28/25 at 2:23 pm to
If you believe AI is revolutionary then invest.

If you think AI is a just a buzz word then don’t or diversify.

I believe it’ll be a game changer so I’m investing
Posted by LSURussian
Member since Feb 2005
133455 posts
Posted on 7/28/25 at 2:53 pm to
quote:

What do we think about the tech sector?
I'm in favor of it...
Posted by KWL85
Member since Mar 2023
2980 posts
Posted on 7/30/25 at 9:09 am to
With 20 years to retirement, tech is a good bet. You can always adjust if the data indicates you should, but any negative trends would come out of previous runs.
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