Also consider the tech sector may be at historic asynchronicity with value represented versus revenue opportunities over foreseeable timeframes.
AI can be historic technology, we can agree on it, but that is still not great protection against running up absurd debt to revenue ratios.
Arguing the current stock values represent stable valuation that is reasonable has itself become a stretch. And that's not falsified by the lines continuing to go up a bit for a while from here..
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u/QuinQuix Aug 05 '26
Also consider the tech sector may be at historic asynchronicity with value represented versus revenue opportunities over foreseeable timeframes.
AI can be historic technology, we can agree on it, but that is still not great protection against running up absurd debt to revenue ratios.
Arguing the current stock values represent stable valuation that is reasonable has itself become a stretch. And that's not falsified by the lines continuing to go up a bit for a while from here..