John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
202 フォロー中 6K ファン
Higher rates don’t kill the stock market, the weak earnings do.
Not saying that 5% yields don't matter
but 5% yields are acceptable if earnings remain high
Hyper growth: ~24x is normal
Above-trend: ~20x is the ceiling
Below-trend: We are cooked
Same interest rate, different fair prices
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