[dodobirdlord]

> I would imagine big tech stocks in general would start to see a loss in confidence and a reversion to more normal P/E ratios.

Most of the big tech companies have not particularly strange P/E ratios.

> I would imagine at that point softbank would be such a dirty word that it would have to firesale as well.

What's the mechanism here? Uber takes a large writedown leads to Softbank declaring bankruptcy? I don't follow the reasoning.

> Do I have an overly active imagination? Does anyone else worry about this kind of stuff?

Yes and no.

[anm89]

If two of softbanks biggest assets get marked down significantly, and the rest of their bets are similarly, super leveraged high risk plays, It's not hard for me to imagine trying to liquidate some assets so they could leave with their shirts and give (some) money back to investors.

They've probably missed their window for huge VC style growth at that point anyway.