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2022-11-18
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2022-11-13
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2022-10-20
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2022-09-29
$Upstart Holdings, Inc.(UPST)$
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2022-09-29
$Upstart Holdings, Inc.(UPST)$
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2022-09-24
$Upstart Holdings, Inc.(UPST)$
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2022-09-21
$Upstart Holdings, Inc.(UPST)$
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2022-09-21
$Upstart Holdings, Inc.(UPST)$
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2022-09-20
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2022-09-20
$苹果(AAPL)$
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2022-09-19
$Upstart Holdings, Inc.(UPST)$
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2022-09-18
$Upstart Holdings, Inc.(UPST)$
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2022-09-18
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2022-09-17
$特斯拉(TSLA)$
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2022-09-17
$Upstart Holdings, Inc.(UPST)$
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2022-09-17
$Upstart Holdings, Inc.(UPST)$
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2022-09-15
$Upstart Holdings, Inc.(UPST)$
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2022-09-15
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2022-09-15
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2022-09-14
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Inc.(UPST)$</a>up up","text":"$Upstart Holdings, Inc.(UPST)$up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937813514","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934625409,"gmtCreate":1663244900201,"gmtModify":1676537235229,"author":{"id":"4089637360666120","authorId":"4089637360666120","name":"falysong","avatar":"https://static.tigerbbs.com/442291c228e1262a3b57bd205898bda7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089637360666120","authorIdStr":"4089637360666120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>OMG","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>OMG","text":"$Upstart Holdings, Inc.(UPST)$OMG","images":[{"img":"https://community-static.tradeup.com/news/13e658835dac731bb1f0d7a0e0b87bb6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934625409","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934625291,"gmtCreate":1663244845614,"gmtModify":1676537235229,"author":{"id":"4089637360666120","authorId":"4089637360666120","name":"falysong","avatar":"https://static.tigerbbs.com/442291c228e1262a3b57bd205898bda7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089637360666120","authorIdStr":"4089637360666120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","text":"$Upstart Holdings, Inc.(UPST)$up","images":[{"img":"https://community-static.tradeup.com/news/036b8da561c9cdcc802f059785ec4579","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934625291","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934625869,"gmtCreate":1663244835252,"gmtModify":1676537235221,"author":{"id":"4089637360666120","authorId":"4089637360666120","name":"falysong","avatar":"https://static.tigerbbs.com/442291c228e1262a3b57bd205898bda7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089637360666120","authorIdStr":"4089637360666120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","text":"$Upstart Holdings, Inc.(UPST)$up","images":[{"img":"https://community-static.tradeup.com/news/32d0e7a55317781f24eefa58e01da53f","width":"1080","height":"2082"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934625869","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934040369,"gmtCreate":1663165039851,"gmtModify":1676537217999,"author":{"id":"4089637360666120","authorId":"4089637360666120","name":"falysong","avatar":"https://static.tigerbbs.com/442291c228e1262a3b57bd205898bda7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089637360666120","authorIdStr":"4089637360666120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>up","text":"$Upstart Holdings, Inc.(UPST)$up","images":[{"img":"https://community-static.tradeup.com/news/7e2be1b62c6ede0ec861219db6e86494","width":"1080","height":"1981"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934040369","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9067432538,"gmtCreate":1652495246824,"gmtModify":1676535111860,"author":{"id":"4089637360666120","authorId":"4089637360666120","name":"falysong","avatar":"https://static.tigerbbs.com/442291c228e1262a3b57bd205898bda7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089637360666120","authorIdStr":"4089637360666120"},"themes":[],"htmlText":"up//<a href=\"https://laohu8.com/U/3572923586954779\">@LimLS</a>:How much can Nasdaq falls? Let's approach this question with some historical numbers. We have more than 10 Nasdaq crashes and with 2000 and 2008 as the major crash which results in Nasday losing more than 70+% and 50+% respectively. All other crashes are around 20-30% region. So will this crash be just another minor crash or will it be real bad like 2000/2008? Let's look at more numbers. Nasdaq had a good run up of more than 1000% since 2011. Currently, Nasdaq PE is around 20. During 2008 crash, it fell to around 13. So based on these 2 numbers, it look like Nasdaq can afford to fall even more. It might not be as deep but at least do standby for another 30-40% drop from 11,000 as worst case scenario. Personally do not","listText":"up//<a href=\"https://laohu8.com/U/3572923586954779\">@LimLS</a>:How much can Nasdaq falls? Let's approach this question with some historical numbers. We have more than 10 Nasdaq crashes and with 2000 and 2008 as the major crash which results in Nasday losing more than 70+% and 50+% respectively. All other crashes are around 20-30% region. So will this crash be just another minor crash or will it be real bad like 2000/2008? Let's look at more numbers. Nasdaq had a good run up of more than 1000% since 2011. Currently, Nasdaq PE is around 20. During 2008 crash, it fell to around 13. So based on these 2 numbers, it look like Nasdaq can afford to fall even more. It might not be as deep but at least do standby for another 30-40% drop from 11,000 as worst case scenario. Personally do not","text":"up//@LimLS:How much can Nasdaq falls? Let's approach this question with some historical numbers. We have more than 10 Nasdaq crashes and with 2000 and 2008 as the major crash which results in Nasday losing more than 70+% and 50+% respectively. All other crashes are around 20-30% region. So will this crash be just another minor crash or will it be real bad like 2000/2008? Let's look at more numbers. Nasdaq had a good run up of more than 1000% since 2011. Currently, Nasdaq PE is around 20. During 2008 crash, it fell to around 13. So based on these 2 numbers, it look like Nasdaq can afford to fall even more. It might not be as deep but at least do standby for another 30-40% drop from 11,000 as worst case scenario. Personally do not","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067432538","repostId":"2235192736","repostType":4,"repost":{"id":"2235192736","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1652454294,"share":"https://ttm.financial/m/news/2235192736?lang=&edition=fundamental","pubTime":"2022-05-13 23:04","market":"us","language":"en","title":"Apple, Tesla and These Stocks Are Buys Out of the Tech Wreck","url":"https://stock-news.laohu8.com/highlight/detail?id=2235192736","media":"Dow Jones","summary":"To say it's been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Compo","content":"<html><head></head><body><p>To say it's been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Composite dropping into bear market territory and stalwarts such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> extending weeks-long losing streaks.</p><p>But the selloff could be a "generational buying opportunity" for the right names in tech that could win big in a few years' time, according to Wedbush analyst Daniel Ives.</p><p>"This is not a Dot-com Bubble 2.0 in our opinion, it's a massive correction in a higher rate environment that will cause a bifurcated tech tape with clear haves and have-nots of tech," he wrote in a research note.</p><p>To be sure, tech bears have a very strong case to warn against investing in the sector. Tech stocks have continued to drop precipitously as the Federal Reserve hikes interest rates and scales back on its bond-buying program, causing bond yields to rise. Increases in bond yields cut into the current discounted value of future profits -- the main criteria on which many tech companies are valued.</p><p>Bearish investors fear that multiples will continue to compress further as they have over the last few weeks -- the Nasdaq has dropped 27% year to date. There are widespread concerns that the Fed's policy could be driving the U.S. economy into a recession.</p><p>Ives pushed back on these assumptions Friday, saying the warnings were overplayed. Tech stocks already have factored in a mild recession, he said. In addition, an economic downturn could be what ultimately catalyzes the next innovators of the technology cycle.</p><p>Investors should be looking to own a mix of profitable and value tech names, while parsing out the best in the high-growth category, otherwise they may miss out on the best high-growth names after the storm has cleared.</p><p>In his view, the stocks to own include companies that are betting big on macro-cloud computing, cybersecurity, 5G smartphones, and electric vehicles. Think: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, which are Ives' large-cap top picks. He also favors cloud-exposed names like <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, and <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>. His cyber security basket includes <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/CHKP\">Check Point Software</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, <a href=\"https://laohu8.com/S/TENB\">Tenable</a>, <a href=\"https://laohu8.com/S/CYBR\">CyberArk Sofware</a>, and <a href=\"https://laohu8.com/S/CRWD\">Crowdstrike</a>.</p><p>While Tesla is the biggest name in the EV category, he also highlighted Li-Cycle ( LICY), XOS ( XOS), Hyzon Motors ( HYZN), and ChargePoint ( CHPT). Value tech with strong end markets included Nice (NICE), Verint (VRNT), Progress Software (PRGS), Ziff Davis (ZD), and Consensus Cloud Solutions ( CCSI).</p><p>The have-nots may well turn out to be work-from-home plays, e-commerce stocks, real-estate heavy bids, and companies with bad management, he added.</p><p>Ives' optimism isn't shared across the industry. Cole Smead, president and portfolio management at Smead Capital Management, said the firm was leaning toward energy and commodities in the short term, as the sector outperformed tech. He believes the tech sector is "nowhere near" bottoming out.</p><p>Citi's Robert Buckland was also more cautious, outlining in a research note Thursday that the company's global equities strategy currently favored cheap financials and commodity stocks over more expensive tech-related trades.</p><p>Whatever the case may be, tech investors should buckle up for a few more months of pain. But those that weather the storm may be lucky enough to stumble upon a pot of gold at the end of the rainbow.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla and These Stocks Are Buys Out of the Tech Wreck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla and These Stocks Are Buys Out of the Tech Wreck\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-13 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>To say it's been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Composite dropping into bear market territory and stalwarts such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> extending weeks-long losing streaks.</p><p>But the selloff could be a "generational buying opportunity" for the right names in tech that could win big in a few years' time, according to Wedbush analyst Daniel Ives.</p><p>"This is not a Dot-com Bubble 2.0 in our opinion, it's a massive correction in a higher rate environment that will cause a bifurcated tech tape with clear haves and have-nots of tech," he wrote in a research note.</p><p>To be sure, tech bears have a very strong case to warn against investing in the sector. Tech stocks have continued to drop precipitously as the Federal Reserve hikes interest rates and scales back on its bond-buying program, causing bond yields to rise. Increases in bond yields cut into the current discounted value of future profits -- the main criteria on which many tech companies are valued.</p><p>Bearish investors fear that multiples will continue to compress further as they have over the last few weeks -- the Nasdaq has dropped 27% year to date. There are widespread concerns that the Fed's policy could be driving the U.S. economy into a recession.</p><p>Ives pushed back on these assumptions Friday, saying the warnings were overplayed. Tech stocks already have factored in a mild recession, he said. In addition, an economic downturn could be what ultimately catalyzes the next innovators of the technology cycle.</p><p>Investors should be looking to own a mix of profitable and value tech names, while parsing out the best in the high-growth category, otherwise they may miss out on the best high-growth names after the storm has cleared.</p><p>In his view, the stocks to own include companies that are betting big on macro-cloud computing, cybersecurity, 5G smartphones, and electric vehicles. Think: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, which are Ives' large-cap top picks. He also favors cloud-exposed names like <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, and <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>. His cyber security basket includes <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/CHKP\">Check Point Software</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, <a href=\"https://laohu8.com/S/TENB\">Tenable</a>, <a href=\"https://laohu8.com/S/CYBR\">CyberArk Sofware</a>, and <a href=\"https://laohu8.com/S/CRWD\">Crowdstrike</a>.</p><p>While Tesla is the biggest name in the EV category, he also highlighted Li-Cycle ( LICY), XOS ( XOS), Hyzon Motors ( HYZN), and ChargePoint ( CHPT). Value tech with strong end markets included Nice (NICE), Verint (VRNT), Progress Software (PRGS), Ziff Davis (ZD), and Consensus Cloud Solutions ( CCSI).</p><p>The have-nots may well turn out to be work-from-home plays, e-commerce stocks, real-estate heavy bids, and companies with bad management, he added.</p><p>Ives' optimism isn't shared across the industry. Cole Smead, president and portfolio management at Smead Capital Management, said the firm was leaning toward energy and commodities in the short term, as the sector outperformed tech. He believes the tech sector is "nowhere near" bottoming out.</p><p>Citi's Robert Buckland was also more cautious, outlining in a research note Thursday that the company's global equities strategy currently favored cheap financials and commodity stocks over more expensive tech-related trades.</p><p>Whatever the case may be, tech investors should buckle up for a few more months of pain. But those that weather the storm may be lucky enough to stumble upon a pot of gold at the end of the rainbow.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4555":"新能源车","LICY":"Li-Cycle Holdings Corp.","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","CHKP":"Check Point软件科技","BK4559":"巴菲特持仓","ORCL":"甲骨文","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","XOS":"XOS Inc.","CYBR":"Cyber-Ark Software","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4574":"无人驾驶","PANW":"Palo Alto Networks","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","GOOGL":"谷歌A","BK4581":"高盛持仓","BK4512":"苹果概念","CRWD":"CrowdStrike Holdings, Inc.","GOOG":"谷歌","BK4099":"汽车制造商","BK4511":"特斯拉概念","ZS":"Zscaler Inc.","ADBE":"Adobe","BK4548":"巴美列捷福持仓","TENB":"Tenable Holdings Inc.","BK4170":"电脑硬件、储存设备及电脑周边","MSFT":"微软","FTNT":"飞塔信息"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235192736","content_text":"To say it's been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Composite dropping into bear market territory and stalwarts such as Apple and Amazon extending weeks-long losing streaks.But the selloff could be a \"generational buying opportunity\" for the right names in tech that could win big in a few years' time, according to Wedbush analyst Daniel Ives.\"This is not a Dot-com Bubble 2.0 in our opinion, it's a massive correction in a higher rate environment that will cause a bifurcated tech tape with clear haves and have-nots of tech,\" he wrote in a research note.To be sure, tech bears have a very strong case to warn against investing in the sector. Tech stocks have continued to drop precipitously as the Federal Reserve hikes interest rates and scales back on its bond-buying program, causing bond yields to rise. Increases in bond yields cut into the current discounted value of future profits -- the main criteria on which many tech companies are valued.Bearish investors fear that multiples will continue to compress further as they have over the last few weeks -- the Nasdaq has dropped 27% year to date. There are widespread concerns that the Fed's policy could be driving the U.S. economy into a recession.Ives pushed back on these assumptions Friday, saying the warnings were overplayed. Tech stocks already have factored in a mild recession, he said. In addition, an economic downturn could be what ultimately catalyzes the next innovators of the technology cycle.Investors should be looking to own a mix of profitable and value tech names, while parsing out the best in the high-growth category, otherwise they may miss out on the best high-growth names after the storm has cleared.In his view, the stocks to own include companies that are betting big on macro-cloud computing, cybersecurity, 5G smartphones, and electric vehicles. Think: Apple, Microsoft, and Tesla, which are Ives' large-cap top picks. He also favors cloud-exposed names like Amazon.com, Alphabet, Oracle, and Adobe. His cyber security basket includes Palo Alto Networks, Check Point Software, Zscaler, Fortinet, Tenable, CyberArk Sofware, and Crowdstrike.While Tesla is the biggest name in the EV category, he also highlighted Li-Cycle ( LICY), XOS ( XOS), Hyzon Motors ( HYZN), and ChargePoint ( CHPT). Value tech with strong end markets included Nice (NICE), Verint (VRNT), Progress Software (PRGS), Ziff Davis (ZD), and Consensus Cloud Solutions ( CCSI).The have-nots may well turn out to be work-from-home plays, e-commerce stocks, real-estate heavy bids, and companies with bad management, he added.Ives' optimism isn't shared across the industry. Cole Smead, president and portfolio management at Smead Capital Management, said the firm was leaning toward energy and commodities in the short term, as the sector outperformed tech. He believes the tech sector is \"nowhere near\" bottoming out.Citi's Robert Buckland was also more cautious, outlining in a research note Thursday that the company's global equities strategy currently favored cheap financials and commodity stocks over more expensive tech-related trades.Whatever the case may be, tech investors should buckle up for a few more months of pain. 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