Tech Has a Valuation Problem, Not an AI Bubble, Rbc's Calvasina Says
Posted2 months agoActive2 months ago
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RBC's Calvasina argues that the tech sector has a valuation problem rather than an AI bubble, sparking discussion on the drivers of tech stock prices; the low number of comments suggests a muted reaction to this perspective.
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Oct 27, 2025 at 10:31 AM EDT
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Discussion (2 comments)
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WastedCucumber
2 months ago
1 replyIf I understood that correctly, the point made by the talking head is that everything is over valued, not just tech. I mean in a sense it sounded like "it's not an AI bubble, it's an everything bubble."
zerosizedweasleAuthor
2 months ago
Yes, precisely, it's an everything bubble with tech just being one part of it and AI bubble just part of the tech bubble.
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ID: 45721419Type: storyLast synced: 11/17/2025, 8:05:31 AM
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