I don't think every technology stock should be treated the same during a market sell-off. Some businesses have strong earnings and cash flow behind them, while others depend heavily on very high future expectations. $Tesla Motors(TSLA)$ is the one I would treat with more caution. The company has enormous potential in electric vehicles, autonomous driving, robotics and AI, but the share price also reflects a lot of that future potential. If expectations around robotaxis or Optimus are delayed, the stock could fall sharply even if the underlying business remains healthy. For me, Tesla has more characteristics of a bubble-risk stock because investors are paying heavily for future growth that has not fully materialised yet.