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Tech & Innovation·October 26, 2026·1 min read

A dot-com survivor warns retail investors against buying the tech dip: ‘You’re taking a knife to a gunfight.’

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If pros running tech books are de-risking while retail is being told to ‘buy the dip,’ expect more volatility and sharper factor rotations across growth, quality, and unprofitable tech. Operators should assume a choppier funding and valuation environment for anything perceived as long-duration or story-driven, and bias toward clear cash-flow paths and unit economics in the next 6–12 months.