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- Dec 12 The AI multiple expansion continues to shrink
Market
“While Broadcom earnings were good, the big question is whether the growth will continue with margins expanding. Given the steep valuations, it makes sense to manage their risk profile better” 😊 😋
Markets moved lower with the AI valuation multiple shrinking
With $ORCL ( ▼ 4.47% ) and $AVGO ( ▼ 11.43% ) earnings the last of the large AI companies are done and the unwinding of the multiple expansion seems done. The data center companies $IREN ( ▼ 8.67% ) $NBIS ( ▼ 6.99% ) and $CRWV ( ▼ 10.06% ) are all much lower as well.
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Video of the day
Today’s video is on Costco $COST ( ▼ 0.0% ) the warehouse retailer.
