ARKK's Few Tempting Tech Components Belie An ETF Teetering On The Tesla Brink

One materially negative headline at Tesla may deal a devastating blow to ARKK at the worst possible time. But other ETF components - and some tech names - are starting to look interesting.

A funny thing has happened over the last couple of days: I’ve started to look at several technology companies (whose names I will disclose later in this article) that I think are becoming attractively priced as the market continues its plunge.

For example, on yesterday’s massive market plunge during the morning, I told my subscribers that my game plan was to sell of some of my exposure to oil, gold and index shorts, in order to nibble at a potential M&A target I like, a retail name that I think is too cheap to ignore and two “falling knives” I continue to catch as they move lower.

I also still think it’s a great time to look at one sector I think is primed for M&A, several ETFs that I think can reduce risk and a little noticed sector I think could catch a bid as part of the “wartime” trade.

But yesterday morning, chatting with friends about my gameplan for the day, I started discussing the state of tech stocks and, even though I think the NASDAQ still has lower to fall as an index, there are some names that have started to interest me.

These names included…

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