It's Time To Harvest Gains In EPOL, Poland Stocks +60% YTD (Rating Downgrade)

Valuation Disconnect - Lazard's research note highlights a significant valuation disconnect between US tech stocks and global counterparts, with US tech stocks trading at approximately 30 times forward non-GAAP EPS estimates [1] Market Comparison - The report indicates that while US tech stocks are highly valued, many international markets are trading at lower multiples, suggesting potential investment opportunities outside the US [1] Investment Implications - The disparity in valuations may lead investors to reconsider their allocation strategies, potentially favoring international equities over domestic tech stocks [1]