AI supplier multiples fall ~15% post-selloff, below analyst growth forecasts
BenBajarin · x · 2026-11-07
Creative Strategies' Ben Bajarin notes that after the Nov 4-5 selloff, forward multiples across 30 AI infrastructure suppliers fell a median 15%, with the group trading at 17.3x forward earnings — below the pre-selloff S&P 500. His forecasts didn't move and demand evidence remained strong, suggesting investors are pricing a slower, costlier path to US power rather than weaker AI demand.
More from Venture
- AMD rebounds +11.31% to $450.15 after absorbing a midday Bloomberg hit — firstadopter · 2026-11-07
- Ferryman, a social cross-posting tool, nears $3,000 MRR in year one — KevinNaughtonJr · 2026-11-07
- Google buys Crusoe's Wyoming data center site as hyperscaler takeover of neoclouds begins — SumitGup · 2026-11-07
- Oracle Down 66% From Peak, 301 Days After Michael Burry Went Short — kingslyj · 2026-11-07
- Solo founder builds an AI sales agent that found 400+ leads in one run, 22 hot — RainbowFatDragon · 2026-11-07
- Indie cloud VM service doubles to 2,000+ paying users in under two weeks — zack_overflow · 2026-11-07