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GOOGLAMZNMSFTBEARISHIn depth · 4/5

Crossholdings compromise Big Tech valuation metrics

The case was made that crossholdings in AI startups (like Anthropic, OpenAI) create noise and distort traditional valuation multiples like P/E, making these tech stocks appear deceptively cheap.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE