Re:When the Dotcom Bubble Burst
by JumpCrisscross on Sunday March 16, 2025 @11:34PM
(#43384943)
> Any parallels to hot contemporary stocks are left as an exercise for the reader — and I do not mean to suggest that history must always repeat exactly
Crashes come amidst collapsing expectations. The structural risk tech currently faces is a collapse of American tech companies' global TAMs due to trade policy. (Think: the market constriction Tesla is seeing in Europe, but across more companies and markets.)
Crashes come amidst collapsing expectations. The structural risk tech currently faces is a collapse of American tech companies' global TAMs due to trade policy. (Think: the market constriction Tesla is seeing in Europe, but across more companies and markets.)