Subject: Big tech (ESTC, PSTG, OKTA)
It's not all of big tech, but seems worth mentioning.

ESTC is down 25% after hours. Okta was down over 17%, Pure Storage over 15%. That is on top of a day reminiscent of the dot com times with Nvidia being down over 6% after they reported a beat.

I only have a position in Okta, but that's just because I know that modern society would collapse surprisingly quickly without them. I'm mostly kidding. But if don't know much about OAuth or SAML providers, it is tough work, and a lot of companies and products rely on them.