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/biz/ - Business & Finance

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20232169 No.20232169 [Reply] [Original]

When will the tech stock bubble pop

>> No.20232227

its not a bubble, the COVID crash would have revealed a bubble, but the rebound shows this is actual growth

>> No.20232405

>>20232227
Zoom out

>> No.20233272

Zoom in

>> No.20233382
File: 111 KB, 699x490, 1569815325865.jpg [View same] [iqdb] [saucenao] [google]
20233382

>>20233272

>> No.20233573

>>20232405
doesnt refute my point

>> No.20233665

>>20232227
This. It's not a bubble. Things like the Internet, Amazon and Netflix have become basic necessities.
Even more so during the lockdowns. The only way they'd go down is a general stock market crash/solar flare/black swan event. That or people stop being mindless convenience-driven consoomers. Which won't happen.

>> No.20233843

>>20232227
>COVID crash
You mean the itty bitty dip that got immediately pumped by six fucking trillion dollars in liquidity injections?
>actual growth
My sides. Actual growth brings a rising tide which lifts all ships. All we're getting is a sharper divide between the lower and upper class, as the middle class slowly dies.

>>20233665
Microsoft and Apple survived the dotcom crash and they'll survive the next one. The reason why, is that they are actually profitable and their business model makes sense. Amazon and Netflix similarly are good companies.
The bubble is in the thousands of "startups" which provide nothing of value and survive purely on leveraging themselves extremely hard with VC money. Their profit model is usually "idk, do something with the data we collect, like advertising I guess". These debt laden zombies need to die.

>> No.20233949

>>20233843
this. i want to add that the startups that have a good product will need customers. if b2b startups lose their customers they can die although their product is good. the ongoing paradigm shift to protectionism will end a lot of businesses depending on global trade.

>> No.20234021

>>20233665

Amazon makes no money. They have less than walmart level profit margin but are priced as a tech company. Most of Amazon's profit is AWS that is technically obsolete compared to competitors and is only hanging on due to first mover advantage. Problem is Amazon's programmers / talent sucks ass, its a shitty company to work for top to bottom, and their tech will get beat out. What they're good at, supply chain, is low profit margin and doesn't justify a 150 P/E ratio and 2 trillion market cap. Amazon could go down to $300 and still seem overpriced historically. Pure hype bubble.

>> No.20235119

>>20232169
where is that pic from