Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.
Joined January 2016
2.8K Following 81.3K Followers
Reminder that the market can be extremely irrational even in the big cap names.
I view today’s period as similar.
$META is now trading at 11x EV/FCF (TTM).
Can't wait to look back at this in 2 years.
