TLDR Founders · HEADLINES & TRENDS

BIG TECH STRENGTH

cloudedjudgement.substack.com4 min read

Summary from the TLDR Founders newsletter

A brief analysis of market trends shows that while software stocks remained relatively flat this week, most of the "Magnificent Seven" tech companies saw positive gains, with only Nvidia and Tesla experiencing declines. The market dynamics continue to demonstrate that software companies are primarily valued based on revenue multiples, with the overall median multiple at 6.2x and varying significantly based on growth rates: high-growth companies command 10.1x, mid-growth 11.3x, and low-growth 4.7x multiples.