The Ledger

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Assertion Supported

Rangwalla: Microsoft, Amazon, and Meta multiples compressed as capex grew

“And so if you look at the multiples of Microsoft, of Amazon, of Meta, they've actually all compressed in the last couple of years because their capex is going up.”

Jaimin Rangwalla May 15, 2026 ▶ 38:47 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea

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The Ledger

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