Could you wait a quarter of a century?

Deutsche Bank

Jim Reid

Article

3 Pages

Deutsche Bank Research uses Intel’s long recovery from its 2000 peak to frame the risks of technology stock enthusiasm. Intel’s 23.6% Friday surge finally pushed the stock above its dot com bubble high after 26 years, showing how long investors may wait after valuation extremes.

Key Takeaways

Intel Surge Warns: Intel finally surpassed its 2000 peak after 26 years, showing tech investors may need extreme patience after bubble valuations.
Single Day Moves: Friday’s 23.6% jump underscores how recoveries can arrive suddenly, but only after long stretches of impaired shareholder returns.
Bubble Lessons Matter: The 2000 peak remains a useful reminder that exciting technology themes can still produce multi decade recovery periods.
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