Yes, they are over-earning, over-valued, over-owned, over-liked, etc.
Yet, all long-term investors know that the leaders of the previous cycle never lead the new cycle.
The technology worked 2010-2021, and, that party is over…
Yes, they are over-earning, over-valued, over-owned, over-liked, etc.
Yet, all long-term investors know that the leaders of the previous cycle never lead the new cycle.
The technology worked 2010-2021, and, that party is over…
