Analysis of Reddit's 'Black Friday Sale List' for Tech Stocks (Nov 22, 2025)

On Nov 22,2025 (EST), a Reddit post listed tech stocks down from their all-time highs (ATH) as a ‘Black Friday Sale List’ [0]. The post included Oracle (ORCL:44% down), Palantir (PLTR:30% down), Meta (META:27% down), Tesla (TSLA:22% down), Netflix (NFLX:22% down), Amazon (AMZN:17% down), Microsoft (MSFT:19% down), and Broadcom (AVGO:15% down). User comments reflected mixed sentiment: bearish on ORCL (high debt) and PLTR (bloated valuation), bullish on AMZN/MSFT/META (potential to reach ATH) and NFLX (strong growth/profitability), and skeptical of framing ATH drops as good deals [0].

Recent price movements align with these sentiments: ORCL (-8.91% 5-day) and PLTR (-9.19%5-day) showed negative momentum [0], while AMZN (+2.01% Nov21) and META (+0.98% Nov21) had modest recoveries [0]. The tech sector grew 0.146% on Nov21 (11th of 11 sectors), indicating muted market confidence [0].

Key metrics support user claims: ORCL has $105.4B in debt (Aug2025) [1] and a P/E ratio of45.15x vs US tech avg of29.7x [2]. PLTR’s forward P/S ratio (~105x) is far higher than peers like Snowflake (22x) [3], and its P/E ratio is334.16x [0]. NFLX’s Q32025 revenue grew17% YoY [4], with a net profit margin of24.05% [0]. AMZN (P/E:30.8x) and MSFT (P/E:33.45x) have reasonable valuations compared to ORCL/PLTR [0].

1. ATH Drops ≠ Good Deals
   : The skeptical comment is valid—ORCL is down44% from ATH but has a higher P/E than the tech sector avg [2], showing that price drops alone don’t indicate value.
2. Sector Context
   : The tech sector’s weak performance (0.146% growth Nov21) suggests broader market caution towards tech stocks, even as some bullish picks show recovery [0].
3. Valuation vs Growth
   : PLTR’s extreme valuation contrasts with NFLX’s strong growth and profitability—highlighting the importance of balancing valuation with fundamentals [3,4].

• ORCL
  : High debt ($105.4B) combined with recent price drops may impact financial flexibility [1,0].
• PLTR
  : Extreme valuation (334x P/E) poses correction risk if growth slows [0].
• General
  : AI bubble concerns mentioned in comments could lead to volatility for AI-exposed stocks like PLTR and NFLX [0].

• NFLX
  : Strong growth (17% YoY revenue) and profitability (24.05% margin) present potential upside [4,0].
• AMZN/MSFT/META
  : Reasonable valuations and potential to reach ATH if market sentiment improves [0].

This analysis synthesizes data from the Reddit post and market metrics to provide context for decision-makers. Critical points include:

• ORCL’s high debt and PLTR’s bloated valuation are key bearish factors.
• NFLX’s strong growth and AMZN/MSFT/META’s reasonable valuations are bullish indicators.
• ATH drops should not be the sole criterion for investment decisions—fundamentals must be evaluated.
• Tech sector sentiment is muted, requiring monitoring of AI bubble concerns and macroeconomic factors.