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1 revisions for "The Great Tech Repricing: How the Iran War Compressed a Decade of Valuation Excess in Six Weeks"

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Anonymousabout 3 hours ago

The U.S.-Iran conflict that began in late February 2026 triggered the sharpest tech stock valuation compression since the dot-com bust, with the S&P 500 Information Technology sector's forward P/E ratio falling from 38x to roughly 24x in under two months. The selloff, driven by oil prices surging above $100 per barrel, rising Treasury yields, and semiconductor supply chain disruptions from the Strait of Hormuz closure, erased more than $850 billion from the Magnificent Seven stocks in a single week — though a fragile ceasefire announced April 8 sparked a partial recovery rally.

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