If your diversified portfolio is >90% in tech, both software and hardware, would you be concerned right now with buying the dip on software and increasing a lot your overall tech industry specific exposure risk?

u/Street_Priority_7686 · Reddit — r/ValueInvesting · February 05, 2026 at 14:07 · 💬 16 comments  | View on Reddit ↗
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No qualifying author-owned investment thesis was confirmed in this post.

no investment thesis

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