Holding your hand- October 30, 2026

Just in time for Halloween the stock market has become a little bit scary. The technology trade has sold off with the NASDAQ down over 700 points today. This past week we have seen some misses on earnings from both Alphabet and Amazon which has certainly scared people off. But if we look a look a little deeper, I think that earnings were still strong, and that the fear is a little overblown.

Remember what this space always preaches: Look at the reasoning we had in buying companies in the first place and wonder if the price action is justified.
Do not panic, we will have a full recap and writeup this weekend. In the meantime, hold tight.