Close your eyes for a moment and imagine walking into your bathroom and flushing the toilet. Do you hear the sound the toilet makes as the water circles the drain? That's the same sucking sound I am hearing as I track tech stocks right now. This selling is getting uglier by the second, the minute, the hour, and the day. But the reasons the sell-off is getting uglier aren't the same as when the selling first started, when investors digested balance sheet concerns at neocloud play CoreWeave (CRWV) and then weakening free cash flow levels at hyperscalers at Meta (META), Amazon (AMZN), and Alphabet (GOOGL) as they reported earnings. Here are three new reasons the activity in tech is alarming. What fundamentals?
Главную мысль мы показываем публично. Создайте бесплатный аккаунт, чтобы читать статью полностью, сохранять ее, обсуждать и связывать с рынками и OSINT-контекстом.