Мнение
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Are AI Companies Really Overspending?
Markets may be entering a familiar two-stage behavior pattern: first, pressure from heavy investment and uncertain payback; later, relief when capital discipline becomes credible.
What the screener finds, and what it misses
Cheapness by itself is not a virtue. A low multiple can reflect mispricing, but it can also reflect leverage, cyclicality, weak business quality, or a market that has already figured out the story.
Adobe: the business is holding up, but the stock may still need time
When a stock falls, the right question is not whether the price is lower than it was a month ago. The right question is whether the new price gives enough compensation for the risks that remain.
Is This Another DotCom Bubble?
Пузырь — это высокая цена без прибыли. А не просто высокая цена.