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Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons.
See what I did there? Now laugh. Because if gallows humor isn't your thing, I'll be a rough read.
No, but seriously, America's biggest tech companies report earnings this week. Investors will hear from five of the Magnificent 7. Tesla did its part last week, soaring more than 20% on decent numbers and a lot of promises.
As a collective, the vaunted septet trades just off its July record. Valuations for the group are o
In re: Kostin remarks. Presumably a bright person at a high-toned Wall Street firm. However, the last cited paragraph is simply an expression of the inevitability of declining growth in every firm. Only so much of the output of any company can be consumed before demand becomes saturated. Nothing can grow indefinitely and when that something is also concentrated something bad is going to happen. It’s the law (stat and econ).