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MSFTMETANEUTRALGOOGLAMZNBEARISHCore thesis · 5/5

Big tech valuations are frothy, entering 'crazy town'

The case argued: big tech valuations have become excessively frothy, with multiples expanding to levels that ignore underlying business risks and AI ROI uncertainty.

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MSFT: Big tech valuations are frothy, entering 'crazy town' · Zortix