tech sector
August 2026Live view →
Where the voices land
All voices 1 voice1 cheap
Bullish
- BCBen CarlsonBullish The tech sector's forward PE has fallen from 29x to 22x even as the sector rose ~65% since the start of 2025, implying valuations have gotten cheaper. “Since the start of 2025 the tech sector is up ~65% In that time the forward PE ratio has fallen from 29x to 22x” Open the post Crazy but true: Since the start of 2025 the tec… · 17 Aug
1 cheap
Mentions
6 in August 2026Fri 31Sun 30 · 3Tue 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 3 mentions
- Jack Farley 3 mentions
- Ben Carlson 2 mentions
- Cameron Abadi 1 mention
- Jeff Keller 1 mention
- Warren Pies 1 mention
- Reena Ninan 1 mention
- Adam Tooze 1 mention
See what your own voices say about tech sector, every morning.
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