5% 10y yield could already kill the market with many stocks trading already ABOVE 50x PE or close to 10x book value: PLTR, AAPL, CRWD, PANW, or loss making CRWV which will bring markets down as these comps in AI will not make ANY money AND higher yields kill growth companies...
5% 10y yield could already kill the market with many stocks trading already ABOVE 50x PE or close to 10x book value: PLTR, AAPL, CRWD, PANW, or loss making CRWV which will bring markets down as these comps in AI will not make ANY money AND higher yields kill growth companies...
I dont think making money or not is the important thing here... is top line growth. If that slows, then they tank
It’s interesting how the MAG 7 are now competiting for the same thing… they use to fight different battles around software etc.