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| ▲ | cryo32 an hour ago | parent | next [-] |
| Literally revenue is collapsing in most sectors. Technology purchasing is declining. Service models are failing to turn a reasonable ROI. People stopped buying shit. |
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| ▲ | aspenmartin an hour ago | parent [-] | | Wait do you have any numbers to back this up? Every number that I've seen contradicts this. Most sectors have positive revenue growth, even non tech sectors. Technology purchasing is increasing in every bucket (software, IT services, devices, communications, and of course DCs). Retail and food-service sales are up MoM and YoY. Personal consumption is up 0.2% in real terms. I assume by service models you're just talking about AI? I actually may agree with you but this is clearly not true for long if it is true today. |
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| ▲ | packetlost an hour ago | parent | prev [-] |
| It's consolidating into fewer, higher value assets. Over 40% of the S&P500 is in companies that are heavily (potentially over) invested in AI. |
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| ▲ | aspenmartin an hour ago | parent [-] | | tech companies have grown disproportionately to other industries, but that says nothing about the growth in other industries - S&P has a Q1 2026 blended revenue growth of 11.3% according to FactSet
- most sectors are growing, not just tech |
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