John Intel(@intelfabs):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

John Intel

@intelfabs

God First. Intel and Terafab are cool

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John Intel@intelfabs

2026.09.16 04:06

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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