#Earnings estimates are currently extremely #optimistic. The decline in #ISM new orders suggests that negative revisions for 2025 are likely heading into year-end.
https://x.com/LanceRoberts/status/1803740090381877357
...not all techs are equal.
Ouch... software valuations are now below the March 2020 trough
https://x.com/AyeshaTariq/status/1803827278884802670
