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Opinion
Trung Phan

If This Is Another Dot-Com Bubble, the Cloud Has a Silver Lining

Digital transformation is still in an early phase, which means many hard-hit cloud and “software-as-a-service” stocks could bounce back in years to come.

Bad, but not another dot-com bubble.

Bad, but not another dot-com bubble.

Photographer: Photo by Michael Nagle/Xinhua via Getty Images

Are we in another dot-com-style crash?

The question is top of mind amid the 2022 market rout. While similarities abound, one difference stands out: This phase of digital transformation is still in its early days, which means that some beaten-down tech names could have healthy prospects for long-term growth.