SUN369
讚了
Huge statement from Apollo this morning:
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S...
"The current AI bubble is bigger than the 1990s tech bubble."
Apollo basically just said that the Dot-com bubble was just a preview of what we are in right now.
They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x.
Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x.
This is also significantly higher than the ~23x peak seen in 1990 and ~26x peak seen in 1995.
Meanwhile, the S...
4
SUN369
讚了
Mizuho 認為 Humana 的指導是最糟糕的情況,並且不預計這些趨勢在整年持續。Humana 的首席執行官兼首席財務官承認聯邦醫療保險優勢領域的複雜變化,並預測 2025 年將成為「重新定位」年,具有潛力低於平均增長。
已翻譯
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