Tech sector identity crisis
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Investing In The U.S. Tech Sector: Why "Sentiment" Is Now A Fundamental Metric
Seeking Alpha· 2026-02-02 14:33
As the XLK and VGT hover near all-time highs, the tech sector is facing what I would call a crisis of identity. This week’s reactions to earnings from the 'Magnificent 7' are confirmation of that.I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and ...