Adam Kobeissi(@TKL_Adam):This chart says it all: US tech valuations have compressed from 40x to 20x Forward P/E in weeks. Tech valuations are now LOWER than they were when ChatGPT was announced. As the Iran War drives markets lower, AI is only getting bigger. Record highs are on the horizon.

Adam Kobeissi

@TKL_Adam

Founder of @KobeissiLetter.

Joined December 2018

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Adam Kobeissi@TKL_Adam

2026.04.11 14:46

This chart says it all: US tech valuations have compressed from 40x to 20x Forward P/E in weeks. Tech valuations are now LOWER than they were when ChatGPT was announced. As the Iran War drives markets lower, AI is only getting bigger. Record highs are on the horizon.