The weaknesses can be multiplicative as well. One division bleeding capex can drag down all the rest, no matter how well they might be doing. And the P/E ratio on all of them is riding unrealistic expectations, which can actually be fine for a long time but forces growth even in areas where it doesn't make sense. (Maybe that's where the "let's build data centers in a high radiation hard vacuum!" nonsense comes in; you just need a story of how the P/E ratio is possible to justify in the future? No need to argue over likelihood, just have a tale to tell?)