The Stock Market Is Correcting – But That Doesn’t Mean Tech Is In A Bubble
There’s a lot of noise out there right now.
The headlines are screaming “Tech bubble!” and “AI is overheated!”
Meanwhile, the Nasdaq100 is simply… moving around its long term average. On my chart, that white dotted line is the fair-value trend line, and price today is not far from it at all.
This is the part of investing most people forget:
Corrections happen even in strong long term trends.
Why the news feels more dramatic than the reality
At any moment in time there is both positive and negative news circulating.
But our human bias kicks in:
When the market is going up, people only notice the positive headlines.
When the market is going down, suddenly every article becomes an “explanation” for why everything is collapsing.
The problem? Most of these explanations are just stories.
They rarely reflect true fundamental reasons.
Unless we have a real black swan event like Covid (a genuine negative shock with real world consequences), the day to day news cycle does not drive major long term market direction.
Zoom out. The long term chart never lies.
Look at what serious investors are actually doing
If tech and AI were truly in a bubble, the smartest investors on earth would be running away.
But the opposite just happened.
Warren Buffett’s company Berkshire Hathaway recently bought Alphabet.
They also continue to hold a massive position in Apple.
This is real skin in the game.
Berkshire is not in the business of chasing bubbles.
Their moves show they believe these companies are still reasonably valued with strong long term fundamentals. That aligns perfectly with what the Nasdaq100 chart is already telling us.
The lesson for long term investors
Corrections are normal. Headlines are noisy.
If you zoom out, stay rational, and focus on long term fundamentals, you will always have an edge over those who panic at every dip.
I’m continuing to dollar cost average into high quality companies and I believe this period will look obvious in hindsight.
$NSDQ100$QQQ (Invesco QQQ)$AAPL (Apple)$GOOG (Alphabet)... Show More
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Fri Feb 13 2026 05:22:27 GMT+0000 (Coordinated Universal Time)
