A headline that could have been written three years ago but is now being digested in reality in a databacked way because the first three years everything's continued to look like business as normal and that's the nature of these these technology trends it takes a while for it to actually show up in earnings there's a lot of uh there's a lot of inertia in every business in the economy even if you're high growing tech high high growth tech company
Earnings are holding up, but multiples were not. And to me that's really the story because you know if anything estimates have gone higher and you were getting you know the tech sector at the lowest multiple going back to 2022.
6mo ago
Underscored — save the words that stop you in your tracks.
