@david_chisnall@infosec.exchange
Post #4076197
2026-07-22 15:41 UTC
@fatsam@mstdn.social The .com crash wiped out around 50% of the market cap of Microsoft and 75% of Intel. And these were companies that actually had good business models. A similar hit to the market cap of Alphabet, Amazon, Meta, and Microsoft would leave them with loans of values that are a huge fraction of their total valuation.
Replies (1)
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@GhostOnTheHalfShell@masto.ai 2026-07-22 18:53
@david_chisnall@infosec.exchange @fatsam@mstdn.social Much more devastating to their valuation would be the loss of a growth sector identity because that underpins their P/E ratio. As soon as they are seen as a mature sector their P/E ratio will plummet