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![TimmerFidelity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2918307101.png) Jurrien Timmer [@TimmerFidelity](/creator/twitter/TimmerFidelity) on x 201.8K followers
Created: 2025-07-02 13:40:31 UTC

Valuations are unquestionably stretched again, with the price/FCF ratio nearing the old highs on both an equal-weighted and cap-weighted basis.

![](https://pbs.twimg.com/media/Gu20QruXwAAWm7g.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940405224335946013/c:line.svg)

[Post Link](https://x.com/TimmerFidelity/status/1940405224335946013)