Tom Essaye says that cheap AI stock valuations could signal that investors are growing fearful that the data center boom will come to a halt.
  • NottaLottaOcelot@lemmy.caEnglish
    3·
    2 days ago

    I find it problematic that they are using forward PE as a comparison, because forward PE in and of itself is a guesstimate based on numbers a company puts out to attract investors. Sure, they can be audited, but there is plenty of creative accounting done to improve optics