Halftime Report A Bubble in Tech? 8/19/25
11 snips
Aug 19, 2025 
In this insightful discussion, investment heavyweights Josh Brown, Joe Terranova, and Liz Thomas tackle the daunting question of a potential tech bubble. They dissect Sam Altman's warnings, while considering rising hedging costs and AI's impact on stock valuations. Brown shares a top stock pick, and the group evaluates market volatility and investor sentiment shifts, especially regarding major tech names and the cybersecurity sector. They also touch on the promising growth in biotech, highlighting its resilience amidst market fluctuations.
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Options Signal Elevated Tech Risk
- Options market is pricing elevated protection on the Qs, signaling concern about a sharp tech downturn.
- Traders call these
Hedge Ahead Of Short-Term Uncertainty
- Buy volatility or protection ahead of uncertain windows spanning a few weeks.
- Reshape risk now because momentum cracks can lead to multi-day follow-through selling.
IPO Mania Reflects Behavior, Not Fundamentals
- Josh Brown calls the recent IPO and momentum frenzy a bubble in investor behavior rather than company quality.
- He expects rapid post-IPO selloffs and rotation back into established mega caps.