Jun. 3 at 7:14 PM
Forward P/E of the biggest tech names right now:
$AMZN 34x
$AAPL 33x
$GOOGL 30x
$TSMC 26x
$MSFT 24x
Interesting split here. The leaders of the AI era are no longer trading on growth alone, but on how long they can sustain premium multiples.
MSFT stands out as the lowest multiple among hyperscalers, while
$AMZN and AAPL are still pricing in heavy expectations.
At these levels, the real question is simple: who is actually cheap, and who is just expensive but “allowed” to stay expensive?
