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Don't you find it hilarious people have been gagging for a correction for ages and now it's the end of the world when it happens?
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$AGBA Check out this massive DD . Some hefty partners. Partnership network includes Cigna, Zurich, BOC Life, BlackRock, J.P. Morgan, Allianz, Invesco, Fidelity International, Sun Life, MetLife, Franklin Templeton Investments, Value Partners Group, Schroders, Amundi, FWD Insurance.
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Wow! This whole sub and comment section is one of the best I’ve seen in over a year - well done everyone! IMO, a lot of what happened the last two days (notably the first 2 days of the second half of the year), is a lot of profit taking on stocks that went parabolic going into the long weekend and Summer. A lot of “wait and see” money out there now. Also, the META announcement was more of a warning shot for the AI Infrastructure buildout Co’s (ie. CRWV, NBIS, ORCL, etc.) than the memory stocks. Those were all down a LOT the last 2 days. I think it was a great move by META ‘cause you gotta get SOMETHING for all that spend you’ve done and the spend you’ve projected while you continue on. After all, they’re still spending. To that point, Memory stocks are reactionary. Always have been. BUT they have had HGE multiple expansion! I think this is a good test right now, and we’ll see. But valuations across this sub-sector are still really low. Have you SEEN the FWD P/E on these??? The huge spend is still happening, and is going to continue for at least the rest of the year. Who do you all think it’s going to?
How is MU priced for explosive growth? 12 mo FWD P/E is sub 8 currently. Peak pricing is obviously a risk, but your take is way too generic.
84% gross margins, contracts in place for 3-5 years, 10 FWD P/E and it’s over?
who tf added to their MSFT short yesterday, it was already down 100 points in a week or so, at 52 week lows, sub 20 FWD PE for a hyperscaler with great growth Shorts should’ve already taken their win and went home after yesterday
PLTR regards really were like let me buy this 100 FWD P/E company with more than half of it's revenue from the government (mainly US).
I'm buying more Nvidia here. FWD P/E of \~22. Jensen is the inventor of the future. The rest follow.
Doesn't mean they'll make shitloads doing it, but sure, if you wanna invest in a grocer at 40x FWD PE, gO foR iT
another day another +9% gain for SK Hynix, still cheap? FWD PE only 7
If you believe memory has broken out of its traditionally 'cyclical' nature because there is infinite AI compute demand, then MU is extremely cheap at 8-10x FWD PE. If you think this is the peak of a memory supercycle, it's a long, long way down. It's pretty much a binary bet at this point. MU is either worth 2x its current price, or half of it.
WMT 44 FWD P/E and 4.86 PEG Ratio is undervalued?
I think it’s good to have 2% of your entire portfolio in these sectors. But Im looking at ETFs more than specific stocks. For example, we have HUMN (Roundhill Humanoid Robotics ETF) which has all the most important stocks in the robotics space. Then we have MARS (Roundhill Space & Technology ETF) with exposure to Rocket Lab and AST Space Mobile. These ETFs definitely have higher expense ratio but it gives good exposure to the top companies in these sector. Unless if you find another better ETF. Betting on specific stocks where the industry will remain volatile with AI sector, it’s difficult to know which company would get all the deals or will likely make the most advanced innovations. Even if you pick particular stocks, I would not put more than 1% exposure of the portfolio in individual stocks. That’s just how I diversify. For picking individual stocks, we are too early to know who will perform better. If you’d ask would SNDK give such a rally 3 years back, no one would know. It’s the same time when Nvidia rallied. Let’s have exposure to ETFs today, and pick stocks at a later point in time when we have enough data on EPS FWD (3-5 years), P/E (FWD) and momentum. Rocket Lab and ASTS currently have negative EPS (FWD), so there’s no concrete growth trajectory for now, but it will change for sure.
You can see why the EPS were "misses" in my post They were both one-time costs related to delivery of warrants and the acquisition of Legend. Their FWD P/E ratio is 4.4
Considering their FWD P/E ratio is 4.3 and they've only been increasing guidance every quarter... They sorta don't even need to "improve" at this point. If they just hit projections then they will be so massively undervalued that they'll go up naturally
$SM SM Energy P/B 1 P/E (FWD) 5.5 Mkt 7.5B $MTDR Matador Res P/B 1.2 P/E (FWD) 9.38 Mkt 7.19B $CHRD Chord Energy P/B 1 P/E (FWD) 8.18 Mkt 8B $XOM Exxon Mobil P/B 2.4 P/E (FWD) 13.78 Mkt 633.2B $DVN Devon Energy P/B 1.9 P/E (FWD) 8.13 Mkt 29.36B I confess, my choice goes to SM Energy for its ultra-rigorous management, low P/B, buyback in place, 100% production on US soil, therefore without maritime transport costs, well-controlled CAPEX, hedge contracts around 50%... and a nice J.P. Morgan buy target at $40
I'm so mentally exhausted. Here is a growth company that is learning to monetize with some of the best fundamentals you can expect and is consistently growing 60%+ year over year, minimum capex, 90%+ gross margins. literally printing truck loads of money and they're still in early stages of increasing ARPU both domestically and internationally. FWD PE of 20s now. Its growth is structured to be worse than Costco and Walmart at this point. Like I don't even know how to articulate or justify that without sounding like a rabid dog.
Started investing in 1985 when the SP500 was below 200…. By what metric is the market exuberant ? The FWD PE of the SP500 is 20 which is healthy in this age of higher PE’s. More importantly, good investors know patience makes money and trading gives it away. If you time the market, we all know you have to be right twice (when to get in and when to get out). But the REAL reason not to time the market is because half the gains in a 20 year timeframe are from 15-20 REAL GOOD days. And these days happen primarily in volatile times when foolish people already sold out. So they get missed.
Growth stocks priced at 30-40x FWD P/E are not "priced for perfection"
Trades at an assumed single digit FWD multiple; trailing closer to ~90-~100. The only question that matters, will memory margins and growth be sustained? Answer is likely, no. The market knows this but greed takes over and there are other factors. Memory is cyclical, always has been. Within the next 24-36 months, memory names could be down 60-80%.
What does it do to deserve a 50 FWD PE as a bank?
I’ve heard it all before. And I’m not even sure what “shock” you are referring to. If you are worried about US markets - the SP500 has an unbelievable spread between current PE (30) and FWD PE (20). That’s a very healthy, almost historic spread indicating very healthy future. Earnings are booming. 75% of companies beat their own earnings estimates. If you’re talking about the global financial markets (something I know about), they have about the smallest attention span of any institution on the planet. Nobody is going to be even talking about Trump in 2028.
Been hearing that for 40 years. With a PE of 30 and a remarkably healthy FWD PE of 20 for the SP500, it will continue its rise. Valuations follow earnings, and a huge number of companies surpassed earning expectations. Regarding me ? I have enough income streams and US Treasuries to last a lifetime. It’s called financial literacy.
NVDA struggling at $200 is the funniest shit ever. 24x FWD PE guys…
Fwd PE of AMD is 30x. FWD PE of NVDA is 20x. Both are cheap however
Earnings call....what do we wan to hear? RPO, Backrog, FWD Guidance : BIG NUMBA....TOMORROW PUMP! Datacenter, Infrastructure, Robots, Gigawatts: Bad bad word.....TOMORROW DUMP EVEN MORE!
The downside is that, in the shirt term, tech may contribute to slump. If you give RDDT a 30 PE today, it'd be worth half of what is currently valued at.. but then it becomes even more compelling of a story as it'd have a 15 FWD PE today. (RDDT currently has a 60 PE, and 30 fwd PE)
You’re half right. PE’s as a buying metric choosing between stocks is foolish. FWD PE’s of a single company is one of many metrics that is extremely useful. For example, Broadcom had an average PE of 70-110 last year. In mid March, the FWD PE was 18. And it has enormous revenue. If that doesn’t at least get a stock buyers attention, you shouldn’t be buying stock.
Stocks aren’t returning to absurd PE valuations the floor is [17-18x FWD PE](https://en.macromicro.me/series/20052/sp500-forward-pe-ratio) which would make SPY around $500
ADBE seems massively undervalued at 9 FWD P/E and their ROIC has always been strong.................could easily see selling puts on this bad boy
Let's take the midrange revenue number $20 billion and generously give it a 55% EBITDA margin due to operating leverage, we get a $2,000+ billion market cap for a $11 billion non-GAAP "profit." That's a 200+ FWD P/E company with a 25% revenue growth rate.
What is the bull thesis for Nike? The fuck are ppl buying a FWD PE 45 sneaker company?
I am talking about the FWD PE, which accounts for predicted growth
Right? RDDT currently has a FWD PE of 30 and they think it deserves one of like 60?
Selling profitable positions, loading up on tech stonks with FWD PE < 20.
> like Nvidea is literally in the teens for FWD PE... there's finally a decent buying opportunity out there and everyone knows the market will recover eventually. If you had been in Nvidia for years, you would know that it can be dead money for years. Like it's been for these last few months.
Coming from someone who is short Tesla, you are insane to short this stock. The FWD PE is under 4 and they have significant FCF even while growing. If the market settles and this doubles, no one would be surprised.
Reddit trades at FWD P/E of 25..
These NVDA sellers are gonna make me average into the stock at this rate smh. FWD P/E is at 24.5
SNDK FWD PE = 8 , FED PEG = 0.10, FWD EPS YoY = 404%… Stupidly undervalued
SNDK FWD PE = 8 , FED PEG = 0.10, FWD EPS YoY = 404%… Stupidly undervalued
Check out Costco’s P/E. There’s still room to run, don’t worry about P/E when you’re holding one of the most resilient companies on the planet. That’s why they’re being priced so highly now, because the market is rotating to safety stocks and WMT keeps printing money in perpetuity. I own a small cap company right now that currently has a 115 P/E and I’m not worried in the slightest about it, and I’d imagine I’d sleep even better if that holding was entirely WMT instead. My point being, P/E is important but you shouldn’t be making decisions off P/E unless the FWD P/E is just so asinine that you can’t make it make sense. Take every company’s P/E with a grain of salt. They’re all over the place and rules for one industry or one stock DO NOT apply to another. So don’t worry about it. Sell it or don’t, I don’t know, I sure as hell wouldn’t. It would be one of my only winners right now.
Why is META at 1K crazy? 24% revenue growth, guiding for 30% (insane for 1.8T market cap) and trading at a 22 FWD PE. It’s undervalued.
RDDT is now cheaper on a trailing twelve month revenue basis than it was in April of 2025. And it is WAY cheaper on a FWD EPS (or reverse EPS). I believe RDDT is a strong BUY and my revenue target for 2026 is approx 3.75B.
Hyperscalers today trade at 23x FWD 2027 PE. Guess what Russell 2000 trades at on 2027 PE?
EPS just ain’t what it used to be. Now, a lot of good investments are not currently profitable but show a path to profitability. FWD-PE is a much better indicator than PE for value/growth, but it still only looks ahead 1 year. You now have to evaluate a companies core method of generating FCF, their debt obligations, run rate, cash runway, etc. Palantir was not profitable when they IPOd, neither was $AVAV and hundreds of other companies that turned out to be good investments. Is Figma a good long term investment? I don’t think so, but their EPS doesn’t factor into that belief for me at all.
There are concerns about growth with the China licenses. Coupled with FWD P/E expensive at 40x. This is asking for perfect execution. Plus the hedging dynamics around $250 strike price with a lot of open interest
IBM guidance was for 3-5% constant currency growth. Trades at 35x FWD PE.
MSFT FWD PE trending down to 20... hard not to see this being a great investment over the next few years, decades. Question is, do you think they are foolishly spending all of their earnings on unprofitable datacenters, or will they yield a huge profit in the future from all of this capex? Markets don't like uncertainty.
MSFT getting ridiculously cheap here at 23-24 FWD P/E which is close as hell to the 2022 Feb lows of 22....might BACK UP THE TRUCK tomorrow
My opinion is 50/50 and be happy. MUU (in my opinion, more stable, but really, maybe not) and SNXX (in my opinion more possble gains, but really, maybe not) will be good about equally. Don't need to be greedy. Micron has more clarity and looks safer because of historical ER data showing more shit and their "fixed" pricing on HBM, but of course, DDR5/LPDDR/NAND pricing increasing. SNDK they are much smaller cap, and they go from neg. trailing PE to low FWD PE (don't just read shit, calculate the PE yourself, and extrapolate memory pricing increases from known and very possible future price rises). You will come to the conclusion that their FWD PE about equal at 9 - 12 - depends how you want to price in pricing increases and approximate quarterly pricing increases.
you need to look at the FWD PE
FWD PE is only just now entering a reasonable range.
It’s FWD PE is 8. It’s valuation is 1/3 of the S&P 500 lmao
I think software in general has been out of favor, add in some competition from CRM and the draw down makes sense. Valuation wise, looks fairly compelling. FWD PE of 27 with a PEG of 1.4 is getting intriguing, but I am not familiar with their product enough to know if they have a real strong foothold or if the competition fears are real.
Started looking into $ITT. Wouldn't consider it undervalued, but rather fairly valued at TTM PE of 30, FWD PE of 24 at a PEG of 1.93. As of last earnings debt-equity is 0.41 and current ratio is 1.52 which I would consider a strong position on the balance sheet. Acquisition of SPX Flow will expand its products from motion absorption components (brake pads, shock absorbers, etc.) to fluid control (centrifugal and positive displacement pumps).
Dude just read the ERs and breakdown of sales, and understand doesnt matter NVDA AMD GOOGLE, they all buying memory and huge amounts, and this only gets worse 26Q3 when MVDA release GB400 and AMD MI450 and why they need HBM4 memory. Also HBM350 sold out, sk hynix raised prices with Samsung for HBM memory, MU did not announce how much they hiked but they followed suite. Just invest in it dude you put in 5k if thats what you invest in a bet. Do your research and consider that low risk, predictable outcomes is so nice, with good chances of upswing. Again, if you dont know how to gauage/compare companies and ERs, stick to the basics: - PE - FWD PE - Operating margins - PEG
Lets just say this. Lets see end of each week for MU. And see where it goes to Mar, next ER. To be transparent, I have about 550k USD in MUU (yes I buy leveraged 2x etf when I can), the bulk (80%) of my current portfolio as I sold out HOOX and SOFX between aug to sept, converted 50% of my holdings in HK Hynix (German ADR) and Kioxia (Japanese stock market) to MUU. My early bets up 350%, bought more during the dip in Nov and pre-Dec 17. MU is the most fundamentally strong moving forward 2 ERs with the only NVDA being stronger, and maybe AVGO. PE 25 with FWD PE 8-11 (depending on analyst). If yoy know the details of their next ER guidance, its pretty much gauranteed, also only being able to supply 50 to 66% of customer orders, you will understand why their operating margins hitting 60%+ and will be this margin until at least 26Q3. Consumer market for ram is a good indicator of the seriousness, just look up memory prices, and the expected price increase of pcs, mobile estimated tp be at least 8% due to RAM prices. Sky Hynix internal memo states this shortfall will continue to 2028, with Taiwanese memory sellers stating until at least 2027. Yoy gotta be really special type of smart to talk bs and not know anything of the subject topic. Just put 50k in MUU, even now you'll probably get at least 40-70% before next ER. Low risk, good gains (not as good as aug-nov) and predictable outcomes, without the risk of Mike Burry trashing NVDA (I hold some NVDA from when I bought $60 bucks but only about 80k, keeping because if I sell, my rax will go crazy this year). Literally yoy keep yapping and you have NO CLUE what you are talking about. Look at the last 2 ERs. And understand the market before stating stupid numbers like 180.
Every financial website in the world shows TTM at 10.x and FWD at 20ish but you can read so I guess I’ll take your word for it
It was still a smart move IMO. Its like investors think that they will make the GDP of some countries P/E of 425 FWD P/E of 333 Better off buying and holding wendys
Nope - you're right. Investor sentiment is tanking. AI spend and revenue are accelerating. These opportunities do not come up too often. Not just Nebius. Nvidia at a FWD PE around 22 now.. Costco 40+, WMT 35+
Google back at 30 PE trailing and 26 FWD. Guessing this is somehow related to the Amazon OpenAI news because it’s always the reason for sudden dumps. I buy daily calls every time this happens and it’s usually treated me well.
They are kind of cheap used compared to something like a Civic Type R. Maybe Im crazy but Id rather have a sorted FWD car than AWD. Torque vectoring AWD is cool but when you're not on the power it's still a rickshaw. Might as well save the weight
I’ve begun to build a position at these levels. Currently at about 20% of a “full” position. FWD PEG looks attractive
Probably selling off due to the rotation of money out of the AI trade after Oracle’s earnings. It’s exactly what NVDA did after a blowout earnings as well. Also, Broadcom isn’t cheap. AVGO’s fwd PE is about 42x at $387 a share. Nvidia’s FWD PE at $180 a share is 24-25x.
Broadcom is a stock I will never understand. 60x FWD for 28% growth is just not that attractive. Nvidia is growing faster. TSMC is growing faster. Both half as expensive with better margins.
If MSFT and AMZN at 28 FWD PE sounds like a bubble, you need to re-evaluate your risk tolerance. Blah blah blah depreciation... these are the smartest companies in the world. Don't assume you're more knowledgeable about data centers than they are!
It’s a dip from the $212 it was trading at a few weeks back. And it hit $212 with forward guidance of China revenue being $0. Let’s do some calculations. At $189, this is still a great place to buy. At $189 Nvidia’s forward PE is currently 25-26x, second lowest of all the Mag7. Still reasonable even without the China revenue. NVDA’s Chinese revenue in 2024 was $10.3B NVDA’s Chinese revenue in 2025 was $17.1B Let’s assume $20B in additional China revenue next year as a rough estimate. If $20B of Chinese revenue is added to forward guidance, that would put NVDA trading at a forward PE of 17.1x. If you add $25B new revenue then NVDA’s FWD PE would be 15.8. At $30B the fwd PE becomes 14.7. You can expect anywhere from $20-$30B in yearly Chinese revenue IMO. If we count that revenue, NVDA is literally dirt cheap rn, anywhere from 14.7-17.1 FWD PE. Analysts are going to have to completely change their price targets and this should break through $200 very soon.
Haha. You are looking at the TTM P/E, not the FWD. Simple misunderstanding but again, it seems like you have an ego or a point to prove over something I have no idea about. But to say Seeking Alpha's P/E is based on random people writing an article is ridiculous. Yes I see random articles written by "analysts", but that wasnt the talking point. Enjoy your day!
Doesn't CRM have like a 18 PE FWD?
Pretty good for 26x FWD PE. It’s not a growth stock in valuation anymore. 12% rev in guidance
PYPL FWD pe' based on projected nominal growth of 13% over the next 5 years. 2026 = 9.83 2030 = 6
WMT is moving to Nasdaq. That's worth another +10P/E(FWD)
1) FWD P/E 2) FWD EPS Growth 3) Cash:Debt Ratio
This is a once in a generation industrial revolution thematic bull run in AI. You're right, butttt Micron also trades a sub market FWD multiple (even after the run its had), whereas as NBIS was at 70X 2025 *Revenue* at its peak. NBIS
CRMD easiest bet of my life. FWD P/E of 4 for a biotech! Buy and win with me!
Definitely had a massive move after great quarter, but anyone considering FlowServe (FLS) at these levels? The big hangover IMO was the asbestos liability...major player in flow control/measure particularly in the nuclear and process plant space. FWD PE: 17.8 PEG: 0.91 (a bit deflated due to massive beat)
What's incredible about this sell off is that the "tax" they "paid" wasn't even cash, they just wrote off future credits and will now be paying a lot less in the foreseeable future. An absolute blockbuster of a quarter, their best ever in terms of revenue, profit, and fcf. FWD pe is now sub 20, feels like a great spot to take, options aside, just buying shares.
51x FWD PE for 22% growth? Google gives me 22x FWD PE for 20% growth.
FWD P/E is under 30. Very cheap for 50% growth.
Profitability increases every quarter. For fiscal year 2025, DKNG reaffirmed revenue guidance of $6.2 billion to $6.4 billion and adjusted EBITDA in the range of $800 million to $900 million. Most of the cash burn is from high promo rate in newly legal states to acquire customers that they view as sticky. Profitability in mature states is much better. Most analysts estimate FWD PE around 16x.
Looks really expensive after hours 40x FWD PE for an air conditioner company. The moment the AI bubble turns, the demand goes away and that backlog gets annihilated. Great tertiary stock in the AI bubble though.
I'm not talking about race cars at all though. Top tier race cars are and always will be RWD because your alternatives are FWD which has understeer issues and AWD which saps more power than RWD and RWD can be mastered with enough skill. I'm talking about street+track day cars, which you will drive tired/hungover/whatever might make you not want to concentrate, in which case a FWD car is better because it's much harder to lose control of the car.
Look, I'm not arguing about the fact that RWD will be quicker. It will. But FWD is easier to drive in weird conditions, and you will find yourself tired in weird conditions at least sometimes. Gas on understeer, gas off slight oversteer. That's it. And an LSD (yes, front wheel drive FSDs exist, like stock on the MK2 Focus) helps.
hey, stop complaining about my fwd performance cars. I'd love a MK2 Focus RS. FWD is great for street driving with occasional track days because it's more predictable than RWD. Yes it's going to be a bit slower on the track but it's better for driving on street in the rain or snow in times when you're too tired to manage an RWD car in iffy conditions.
One of the fastest FWD drive cars on the Nurburgring but sure get an old ass Nissan Z that hasn't been updated in 10 years lol.
IBM is trading at 40x FWD PE with ~4.5% revenue growth in Q2 earnings. Just say Quantum or AI and see your stock rip higher
PEG is also fine Best predictor of future returns is FWD PEG.
Nike I guess is the only over priced apparel company to issue soft guidance and not tank. lol FWD PE of 42x
Good call OP. Declining revenues. Flat vehicle sales. Declining profitability. Increasing shares outstanding. 40% SBC. 177x FWD PE. 0.3% FCF Yield. 6% profit margins. BUT, Elon said they will be worth $6T and he will create humanoid robots and eventually have a (driverless) robotaxi network ... maybe, once they get the tech figured out. What could go wrong?
Trading at 45x FWD earnings with ~20% growth
You are wrong. LULU P/E both TTM and FWD is \~13.4. Sector median is HIGHER at a TTM 20.56 PE and FWD PE of 19.70. Lulu presents tremendous value. It should be considered a growth stock. Growing company expanding internationally rapidly. 3 YR revenue growth averages around 47% in China and 35% for the rest of the world.
There are multiple valuation methods people use. EBITDA/PE/FCF Yield and the list goes on. Can use NTM or NTM+12 etc … but ultimately most valuations are benchmarked against peers in the industry. So for example if you want to value Quanta Services some ways you can look at it is select a valuation method or a combination if you like. Look at its historical NTM FWD EV/EBITDA vs peers. Determine if it deserves a premium and assign accordingly. If you are using a combination you can use 50% EVEBITDA 50%P/E or do triple combination wtv u like. But bottom line it’s a “feel” that’s substantiated using some data most of the time
P/E is based on net income (doesn't include CapEx), while CapEx is a cash flow item. CapEx-driven depreciation does lower net income, but Amazon has a 20% higher depreciation expense for TTM compared to a 60% higher CapEx. and, in turn, can affect the P/E ratio, it's not the full story. P/E (No CapEx Impact): AMZN @ 34.53 GOOGL @ 21.51 FCF/Yield (CapEx Impact) AMZN @ 0.55% FCF Yield GOOGL @ 2.7% FCF Yield Even if AMZN cut CapEx by nearly 40% just to match GOOGL's, it would still return only a 2.2% FCF/Yield. Regardless of the CapEx spent, its meaningless without resulting in a meanwhile increase in Revenue and Net Income. If AMZN could simply "choose to make more revenue" that would change things, but I don't think that's the case. On a Revenue Growth basis, Google's sitting at 12.65% (FWD) and 13.13 (YoY) versus Amazon's 10.64% (FWD) and 10.87% (YoY) respectively. The only valuation argument for Amazon that makes sense (and it definitely would for some) is on a muti-year growth roadmap (Zoox, Satellite, Pharmacy), but I think the same (if not stronger) argument can be made for Google when it comes to untapped revenue sources (Waymo, Gemini, Verily).
I can grasp that you're going to baghold. I know what I am talking about. You ignoring the TTM to praise the FWD in the bubbliest of bubbles is all I need to know about your prowess and acumen. 🤡🌎
3500 shares RIDING DEEEEEEEEEEEEP :) $GOOGL $GOOG news RECAP FOR THE DAY. SOME BULLISH SHIT There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
$GOOGL $GOOG news RECAP FOR THE DAY. SOME BULLISH SHIT There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
$GOOGL $GOOG news RECAP FOR THE DAY. SOME BULLISH SHIT There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
Baby street bets. But you bout to be RICH :) There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
AMD at $360? er... GPU might be interesting but you do realize the x86 market is seriously challenged right... RIGHT?! AMD is at 41 FWD PE. Maybe by 2027 will be at 23 PE. So best-case, if anything lines up and they execute better than EVER, they might... maybe get to $340. That assumes the market doesn't go tits up into a recession - which it likely will. If it does, sure the fed will drop interest rates. Maybe 1-2% points. That's going to be 15-30% increase in TLT value. Meanwhile you're $640k AMD call goes poof, and you make maybe 300k on your 1M TLT. I admire your braverly but you're math seems seriously off.