> From my point of view, the issue tech companies are facing right now is not so much the possibility of an upcoming recession than them having finally reached

> From my point of view, the issue tech companies are facing right now is not so much the possibility of an upcoming recession than them having finally reached the point where their impressive growth is slowing down with little chance of ever coming back to the insane rate of the 2000s and 2010s. It means their P/E ratio which has always been extremely high might slowly come back down to the economy average. That would be a very significant share price drop. I'd also add that all of the bets made to expand their TAM's haven't paid off..... Amazon - Brick and Mortar Retail Google - Everything other than search Tesla - Self Driving Facebook - VR/Metaverse At some point, investor expectations will tell you to stop investing in future ideas