Acn/ctsh/epam/glob/infy are no longer hi-tech premium stocks. Trending down to staffing agencies with 0.3-0.6 Price/sales cap

ACN, CTSH, EPAM, GLOB, INFY are no longer being priced like high-tech premium partners. They are trending rapidly toward the valuation graveyard of staffing agencies, heading straight for the 0.3-0.6 price/sales ratio The software-adjacent multiples of the last decade have unraveled. When growth relies on linear headcount expansion, it simple clearinghouse for billable hours. Globant (GLOB): Once a premium design/engineering darling trading at multiples over 10x P/S at its peak, now compressed t