Dossier
Tech Valuations
Coverage of Tech Valuations in the Nexus archive.
- The dilution cycle hiding in tech valuations
The article discusses how stock-based pay is eroding the value of tech companies by diluting shares, despite their responsibility to protect each share. This dilution cycle is highlighted as a hidden issue in current tech valuations.
- IBM’s profit warning shows tech valuations are all in the timing
IBM issued a profit warning, suggesting that tech valuations are highly dependent on timing. The article notes that AI revenue growth may be slower than what hyperscalers have projected.
- Tech Valuations Are Back to Pre-AI Boom Levels
Tech valuations have reverted to levels seen before the AI boom, indicating a market correction. The article discusses this trend with links to Apollo's publication and Hacker News comments.