PB

Swimming-Dingo-9695

He likes PB, honey and banana slices in his

Demiu

What's your guys' PB?

Busy-Needleworker523

Wait for PB

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stocktracker99

Moderna vaccines and GTA6 leaks go together like PB&J

hotforlowe

If bizarre twist is what you got out of this situation, I’d suggest the video was fantastical. However it is PB, so I’d suggest reviewing the pertinent sections. The US has conducted the type of currency manipulation it accuses other countries of for decades. In fact, in the last 50 years, off the top of my head you have the Bretton Woods, Plaza Accord, ‘98 crisis, Carter intervention, Tequila crisis, Euro launch intervention, Louvre Accord, Fukushima intervention, DSO, and probably many more I’ve missed. My other take is you don’t know enough to make money trading FOREX. That’s not being mean, that’s just reality.

SanDisk_Made_Me_Rich

SanDisk's Investor Day key highlights: 1. Multi‑year NBM contracts with guaranteed volumes (structural demand, not cyclical. 2. AI inference → KV cache explosion → structurally higher NAND intensity 3. Two-dimensional scaling (CBA) breaks the historical node-migration cost cycle 4. High Bandwidth Flash (HBF) emerging as an HBM alternative (remember we dont have enough HBM to go around) 5. Roadmap to 128TB → 256TB → 512TB → 1PB SSDs (non-cyclical scaling) 6. Structural financial model: 80% gross margins, 75% operating margins 7. AI-driven TAM growth: high-teens to 29% CAGR through 2028 8. Structural customer behavior: hyperscalers signing multi-year agreements 9. AI inference token proliferation → permanent uplift in storage intensity 10. Industry-wide shift: NAND replacing DRAM/HBM in certain AI workloads (Again, HBM limited so we need alternatives) It's a lot to take in and why it may be a slow path towards light bulb moment for retail investors.

Competitive-Elk9326

🫢 https://www.reddit.com/r/wallstreetbets/s/54PB3Sjqwg

apexglide1

That PB video was absolute fire!

g0dfather93

I actually found him through the "Applied Portfolio Management" lecture series... In the middle of Covid doing WFH just 3 years into my career, I thought of looking into this "investment thing" and the stuff I learnt really gave my dad a lot of confidence and he said "you know what, I think it's better if you take over the finance stuff from me here on out!" So I did a lot of study, and his lectures were pure gold. Because of him and a few others today I've graduated from making small decisions to solo managing dad's entire retirement portfolio and his life's savings, to the extent he just tells me the number he needs this quarter and asks me if we're "on track" and that's that. Have followed Boyle ever since and I really had fun seeing him transition from education to analysis and slowly to current affairs commentary. PB is one of the true gems that make Internet worthwhile.

Business-Ad-5344

brains recharge at night. it takes 8 hours. brains out there need $20+ worth of food per day. most dudes out there aren't eating a PB+J on a daily basis with tap water. some people want to do the least amount possible. there's nothing wrong with that either. human brain is amazing and valuable, probably for at least hundreds of years more. but the if we want to be accurate, there's a lot of variables we need to think about. machines can read millions of pages instantly. some human kids doing homework read 0 pages per 5 hours. instead, they doomscroll.

jrex035

It's now insanely overvalued. A $5T company with a PE over 40 (nearly double its 10 year average), forward pe of ~35, and PB of 45. What are we even doing here? This market is a joke

jrex035

Not necessarily looking to hold for years here, but while earnings were lower profit was higher and they raised estimates for the rest of the year. FCF is also expected to rise 10% yoy vs the 7% previous estimate. They've got a PE of ~10 and PB of less than 2 with a forward dividend yield over 6%. They're downright cheap in a market full of "value" companies with even lower growth, minimal dividends, and PEs in the 30-40 range.

C130J_Darkstar

They are hitting key executional milestones, both in regulatory and construction- still tracking towards being a first mover in the sector with the most scalable model. Also, they’re 3.5B cash position means that they are trading at a 2X PB value relative to 25X at ATH. I’m simply just pointing out that they are historically cheap relative to peer comps. No one’s saying that you need to invest- best of luck.

jrex035

It has a PB of 42???

EfficientBet8837

Come back up again and try to go for PB.

Plane-Try-6522

Oil had a less than 1 standard deviation move which tells me the market continues to believes both sides are posturing, with a keen eye on a resolution to the conflict. Equities didn't flinch either with the Fed minutes even if it thought Warsh was more hawkish. Why? Strong earnings in Q1 drove the rally and will continue to defy higher rates and higher oil prices up to $80PB. The bleeding in equities was largely driven by profit taking and capital rotation. Strong Q2 earnings will encourage further broadening, rotating capital away from semis/ memory and into industrials, financials and healthcare. This is good. Why? The broadening ensures the major indices remains bouyed.

C130J_Darkstar

PB ratio is at an all time low and they have $3.5B cash now, good time to DCA IMO

happy123z

Cut up fruit and peanut butter toast. A little maple syrup in the PB of your feeling sassy.

Ok_Ground9015

We're all thinking the same thing. I'm balls deep and don't have much to throw at it. It's not getting any cheaper. My Brain: Throw in your lunch money and eat PB&J sandwiches for lunch.

AfroWhiteboi

Seems like you might be missing the 90 to 1 PS ratio, the 27 to 1 PB ratio, the nonexistent PE ratio because they do not profit from anything they do, and the forward PE ratio of 170,000 to 1. All of this screams bad investment and way overvalued. No idea wtf you're missing but it seems like it may be several things.

Alternative_Bad8560

Lame. He ALREADY had money to toss. If he made that off $5 different story. This is not news, also PB can't be used in America STILL.

govitra

Agree with your thesis on drones, but why only these two tickers? The money you're referencing is going across the defense industrial base for unmanned systems, and includes a ton of stuff around the ecosystem, not just drones for those two companies. See page 729 of the budget book here under "A. Mission Description and Budget Item Justification": [https://comptroller.war.gov/Portals/45/Documents/defbudget/FY2027/budget\_justification/pdfs/03\_RDT\_and\_E/RDTE\_OSW\_PB\_2027.pdf](https://comptroller.war.gov/Portals/45/Documents/defbudget/FY2027/budget_justification/pdfs/03_RDT_and_E/RDTE_OSW_PB_2027.pdf) Not to mention it will likely be highly competitive as that space is becoming incredibly saturated with different technologies, from large and small companies, which doesn't guarantee success for these two tickers (though don't get me wrong, they're not bad tickers to choose and I believe in them as well). Additionally, looking at both these tickers, we see for Aerovironment, their obligations (which is a fancy term for money promised to be paid to them by the government) since 2022 look like this (FY26 still partial, obviously): https://preview.redd.it/rur5rdwj8r6h1.png?width=1344&format=png&auto=webp&s=753b423c7eba9d90179f610db36a35d4451c89e4 This is stacked by award ID and includes their OTA awards (if you don't know what OTAs are, google it). Their revenue is dependent on a few big contracts each year, which is a little concerning at first glance, but diving deeper, that big blue one in 2025 is a sole source (W91CRB25F0094) for their Switchblade 300 and 600 loitering munitions, with an end date of this October. The teal one in 2026 (W91CRB26FA055) is for "Low Altitude Stalking and Strike Ordnance", also sole source. This is good in the sense that they're getting sole sourced, but bad in the fact that it's showing their gov't awards are highly reliant on a few contracts. The other factor here that plays a role is that the DoW is pushing for more suppliers and more vendors of the same product/service, not fewer, and the funding you mention is going toward just that, so will these still be sole sourced in a year? Maybe. Maybe not. So something to consider. Let's turn our attention to AEVEX (see my next comment since I can only post 1 pic at a time)

Beneficial-Ad-7771

Dilution isn’t bad if it’s to grow to fulfill more orders they can’t fulfill. I’m gonna bet it’ll be senior note with capped call conversion so it’s not gonna be bad because $TE still needs to attract volume and liquidity. I traded $TE when it was $6 -> $9 and was wanting to add with a PB. Started adding when it was around $10.20ish and averaged down yeah.

SparrowTide

Then this center would be isolated and quite limited if it is self reliant. Usually data centers can rely on others for training and use PB or EB amounts for data.

Life_Trust_582

It's PB ratio is a bit concerning IMO, it's trading at over 10 times its book value, but again as you said, there's no competition whatsoever and it's also growing in developing countries with devices becoming more accessible.

seikonoakuma

Even cancer doesn’t deserve to be associated with PB.

UnregisteredDomain

If you were actually worried about the P/E Price, you would have noticed how it’s currently sitting barely above its 10 year average. And this is all setting aside the fact that as a software company, NVDA’s appeal is not on its balance sheet, and therefore the PB ratio is not the best thing to use to analyze them.

Excellent-Expert-154

.92- .65 - aka a healthy PB. BUT it did halt down. But then it halted up

WorldlyBar4375

When Cerebras Systems doubled on its Nasdaq debut, I started wondering about something: Is there still an AI infrastructure play that the market hasn’t fully priced in yet? I missed the Nvidia run. I missed the Cerebras IPO. By the time I got into China’s AI chip names like Cambricon Technologies and Hygon Information Technology, valuations were already through the roof. Same story every time — watching everyone else make money while I sit there holding cash. Last week, I was screening Nasdaq-listed small caps tied to AI using keywords like “edge computing” and “AI inference.” That’s when one ticker caught my eye: $MAAS. One phrase in the announcement stood out immediately: “edge AI computing,” alongside a RMB 5 billion investment. So I dug deeper. And after researching it, I came away thinking this might be much bigger than it looks. I’m writing down my thought process here — you can decide for yourself. First, let’s talk about Cerebras. Last week on Nasdaq, CBRS opened up over 100%, pushing its market cap past $65 billion. Wall Street lost its mind. Why? Because of one chip: the WSE-3 — 4 trillion transistors, an entire wafer without cutting, 21 PB/s of on-chip SRAM bandwidth, and inference speeds reportedly 21x faster than Nvidia’s H100. That’s real engineering. No argument there. But here’s the thing: Who exactly does Cerebras solve problems for? Microsoft. Google. Sovereign AI funds in the Middle East. A single CS-3 system consumes 23kW of power, requires specialized liquid cooling infrastructure, and costs a fortune. This isn’t infrastructure for ordinary businesses. It’s infrastructure for OpenAI-scale players. So where’s the opportunity for regular investors? In China. Specifically, in edge AI computing. First, understand why deploying AI in China is still difficult. Have you noticed something strange? Foundation models keep getting more powerful, but AI applications inside factories, toll stations, logistics hubs, and remote mining sites still struggle in real-world deployment. The issue isn’t the model. It’s the architecture. Centralized cloud computing runs into three major walls that keep AI trapped inside data centers: The first is the latency wall. Industrial quality inspection often requires decisions within 50 milliseconds. Autonomous driving systems need obstacle response times below 100 milliseconds. If data has to travel to the cloud, get processed, and come back, network round-trip time alone can exceed the threshold. At that point, it doesn’t matter how fast the chip is — the accident has already happened before the inference result returns. The second is the bandwidth cost wall. Imagine dozens of HD video feeds streaming from a factory to the cloud 24/7. Dedicated network costs alone can run into millions annually. At scale, bandwidth costs destroy the business model. The third is the data sovereignty wall. China’s Data Security Law places strict limits on sensitive data leaving local environments. Industrial formulas, smart city data, power grid scheduling information — a lot of it simply cannot be freely uploaded to centralized clouds. Cerebras doesn’t solve any of these problems, because that’s not the battlefield it’s fighting on. Now look at this company. Huazhi Future, under MAAS Intelligent Technology, partnered with China Electronics Computing Power and Zhongwai Zhiyu to launch a project called the “Xingchen Edge AI Computing Cluster.” Total planned investment: RMB 5 billion. Its first edge computing node reportedly delivers 4000P of computing power and is directly powered by renewable energy, positioning itself as a zero-carbon AI infrastructure benchmark. What does 4000P actually mean? It means a single edge node can simultaneously handle dozens of mainstream inference workloads. This isn’t traditional edge computing anymore. This is basically a mobile AI supercomputing center packed into containers and deployed directly where inference is needed. What’s smart about the Xingchen architecture? Let’s break it down. Layer One: Dual-core AI computing centers. One in Yinchuan, Ningxia, with 512 servers. Another in Yiwu, Xinjiang, with 256 servers. Why those locations? Cheap renewable power. Low land costs. Full alignment with China’s “Eastern Data, Western Computing” initiative. Western China’s computing costs can reportedly run 30–40% lower than eastern regions. That’s not software optimization — that’s geographic arbitrage. The two centers operate in active-active redundancy mode, meaning if one fails, the other takes over instantly. Enterprise-grade disaster recovery with near-zero RTO. Layer Two: 50–100 distributed edge nodes. Each node contains 10–16 edge servers delivered in containerized form — plug-and-play deployment with elastic scaling. Traditional data centers can take 12–24 months to build. These nodes can be deployed almost immediately after delivery and power connection. Technically, each node does three things: * Localized inference execution, reducing latency close to zero * Nearby data processing, cutting bandwidth demand by up to 90% * Local data residency, keeping customer data fully compliant with China’s regulatory framework Layer Three: Unified scheduling platform. One centralized platform orchestrates all nodes nationwide, handling resource pooling, intelligent workload scheduling, AIOps maintenance, and granular FinOps billing. In plain English: Compute resources become something like an electrical grid — centrally coordinated, consumed on demand, and billed dynamically. That’s what a true national computing network looks like. And policy alignment? This is where MAAS may have positioned itself extremely well. “Eastern Data, Western Computing” — check. “Xinjiang Compute Serving Chongqing” — check. China’s upcoming 15th Five-Year Plan shift from infrastructure construction toward operational efficiency and controllable security — also check. The Xingchen platform seems almost purpose-built for that transition. Three national-level policy trends, all aligned at once. That’s not luck. That’s strategic positioning. Huazhi Future has also reportedly established partnerships with Chongqing active-active data centers, the Ya’an AI Computing Center in Sichuan, and the Beijing Super Cloud Computing Center, while appearing on CCTV as a representative example of practical “Eastern Data, Western Computing” deployment. One final thought. Cerebras, at a $65 billion valuation, is solving the compute bottleneck for the world’s largest AI companies. Huazhi Future’s Xingchen project is trying to solve something very different: the real-world deployment bottlenecks of AI inside China — latency, bandwidth, and regulatory compliance. Its target market isn’t frontier model training. It’s manufacturing, smart cities, low-altitude economy infrastructure, and industrial AI deployment across China’s trillion-dollar industries. Cerebras’ logic is: Push centralized compute to the extreme so models run faster. Huazhi Future’s logic is: Bring compute directly to the edge so AI can actually be deployed. Both models make sense. But over the next five years, the second one may end up being far more important for China’s industrial AI rollout. Edge AI computing could become the final piece of China’s AI infrastructure puzzle. And Xingchen appears to be moving early. After finishing my research, I added $MAAS to my watchlist. I’m not telling anyone to blindly jump in. In fact, if you’re already opening your trading app to check the chart, hold on a second. This is how I’m thinking about it: First, catalysts. The first Xingchen node has already landed in Chongqing. Every future deployment phase could become a market-moving event: new node launches, customer contracts, policy endorsements, strategic partnerships. Since MAAS is Nasdaq-listed, material developments would likely require public disclosure, which improves transparency. Second, valuation anchors. Cerebras is already valued at $65 billion. Cerebras focuses on cloud-scale inference infrastructure. MAAS is positioning around edge AI deployment. Different markets, but both are fundamentally AI infrastructure plays. And the edge AI market opportunity may ultimately be just as large as centralized cloud inference. Compare the valuations yourself. Third, policy tailwinds. “Eastern Data, Western Computing,” “Xinjiang Compute Serving Chongqing,” and China’s next-generation national computing infrastructure strategy all point in the same direction. Historically, when policy, infrastructure, and AI narratives align in China, entire sectors can rerate very quickly. Of course, there are risks. Small-cap stocks can be highly volatile and heavily sentiment-driven. The RMB 5 billion figure is a phased investment plan, which means execution risk is real. And Chinese ADRs listed on Nasdaq always carry geopolitical and regulatory risk. But here’s the reality: When we missed Nvidia, we told ourselves it already looked too expensive. When we missed Cerebras, we said we heard about it too late. This time, while the Xingchen project is still early and before the market fully reacts, I’d rather study it seriously now than regret it later after the move is over. Manage your own position sizing. Set your own stop losses. But personally? I think this is a name worth putting on your radar.

kazkeb

PB and chill

Street-Badger

‘Packaged food for poors’ gang, assemble.  I’ll be eating PB+KD sandwiches on wonder bread while you guys are trying to choke down that DRAM.

heckadeca

Love myself a high quality PB&J

Srini_ko

Cerebras could be a disruptor of GPU based AI computing. They have designed from ground up to unblock the Memory bandwidth contention. 1. Their processors are designed to Solve the Memory bound computing. 2600 times faster than a GPU memory bandwidth. ( 44GB of memory in the Chip itself ) 2. It comes as appliance controlled from Host CPU over an ethernet. WSE-3 rack has 900,000 cores · 44 GB SRAM , 21 PB/s bandwidth. ( 2500 times more memory bandwidth speed than a Nvidia GPUs) 3. Datacenter hosted model with recurring revenue, like Google TPUs. Stock is might correct, especially after that 6 month lock in expires. But I think they have no competition in their completely innovative architecture. I t would take 4-5 years for Nvidia to catchup, if they decide to go in this direction.

WSB-mods-are-

I'm fine. I just need to eat PB&J sandwiches for lunch and just rice for dinner for the next 35 years, but I'm fine.

haarp1

i was not talking about PB, but the poster above me.

Sakrie

I'm the actual person with oceanography experience. This idiot isn't completely wrong about his data point, he's just an idiot and can't articulate it. FWIW I hate OPTT's board and will go nowhere near anything with that much retired Naval Brass control (they have everything to lose and nothing to gain). Essentially, the new selling point of the PB3 system is that it can integrate the individual data-signals from various nearby autonomous sensors (ASV/AUV/etc.) into a single data-transfer back to a land source. In principal, smoothing the data locally can reduce the overall data volume. It's a many-pipe problem that could be solved with local pipelines. From what I've seen on this data processing, it's still extremely work in progress. I first saw some of this data processing stuff used for ship traffic triangulation, in the context of "how do we best deploy future sensors around shipping channels". It's inherently solid principles backed with scientific studies. It's just also nowhere near the scale people on reddit keep wanting it to be.

Sakrie

> you lost me at "persistent maritime autonomy infrastructure" I'm an OPTT bear (and have been for a longgg time) but the PB3 system can actually be a useful tool in persistent maritime observations. I don't feel like finding them, but some existing Oceanography papers (from researchers associated with the US Naval programs) use the PB3 system to triangulate ship traffic and examine signal-bottleneck related issues.

Sakrie

Anduril purchased/leased (idk the right language) 3 PB3 systems for their new west-coast campus. That is not a partnership, depending on language. Amusingly, the west-coast campus is close to SailDrone's HQ. A major competitor in the ASV space to OPTT.

Retaining-Wall

The year is 2032AD of the Old Calendar, Year 7PB of the Permabull Run. Spy is trading at $19,975, and oil at $1,678/bbl. You open your newspaper (yeah those came back into style for some reason) as you wait for the Hyperloop to bring you to your job at GameCorp. You don't really absorb anything you read in the newspaper; you're too excited for work today because GameCorp's acquisition of Canada is nearly finalised. You fold up your newspaper neatly and hand it to the homeless ber trying to nap on the Hyperloop platform and step onto the train. Life is good, you think, as the train starts to roll out...for some of us, you add, as you catch a sad, furtive glance from the homeless ber.

NoInterraction

If I buy the exact inverse of OPs position the market will do one of those perpetuum motion things like the cat glued to a PB sandwich.

Suitable_Amount2974

I like fairfax financial for the same reasons but it's actually even cheaper. PB around 1.3 right now and they're also heavily buying back shares.

ImmodestPolitician

Manalapan, FL it's an island south of PB.

MrRo8ot

That guy is right. Figma is the best product in the market. Adobe is the real value trap here. I was a designer growing up with macromedia and Adobe products, I wish I would have Figma back then. They are pushing for AI integration and their MCP server is working well with coding llms. I was managing designers the last few years and all of them were happy users. The market is wrong and it’s just a MM/PB/HF liquidity grab to plumb other holes while waiting out what the real AI victims will be.

Appropriate_Ad_7022

Those are used to generate future earnings & so are already accounted for in a discounted cashflow model when you value a company as the current day balance sheet net assets + discounted future earnings. The PE & PB ratio are both useful for assessing how much you are paying for those assets. It’s not only tech companies that have significant non-tangible assets like brand value, but the fact they tend to be more material for tech companies is already accounted for in the higher future growth assumptions.

Appropriate_Ad_7022

PE doesn’t tell the whole story though - it’s a big simplification of a true discounted cashflow model. The Nasdaq has only a slightly higher forward PE than the S&P500 (23 vs 21) but it’s PB ratio is massively higher (6.33 vs 4.25). This is just one example, but the point is it’s much more complex than just looking at PE ratios.

TradingMomentum

Well the CTAs aren't going to be too dependent on vol because all the PB reports I have read says they are buyers in all scenarios.

dinglebarryb0nds

I get the blue buffalo from Sam’s Club delivered and it’s a really good deal. Like 1 bag pays for the year membership, maybe 2 bags. Also real cheap protein powder and PB fit

No-Way1923

Stock prices are determined by two things, 1) as companies continue to generate positive net income, it will grow their equity balance so price per share will continue to up and vice versa, and 2) as investors forecast the Company’s performance will go up and continue to buy the stock, price per share will go up and vice versa. TLDR - just continue to buy shares in high EPS companies with low PB ratio and the price will always go up in the end.

happy123z

Had PB&J croissant for breakfast. Some people call me fancy

2Hosslovescash

PB, NUTELLA, ice and almond milk vanilla whey protein shake

gizamo

It'll be hilarious if some random person got access to the White House phone lines again and just pretended to be Iran. If so, the recording of it will be hilarious when it gets released. I hope they demanded ridiculous shit from him in negotiations, e.g. "We always want try American PB&J. It's on bread, and has smears of jams and butter of the peanut. We demand 12 now and 6 more each month that the strait remains open."

jrex035

We're in the midst of the worst energy crisis in history and people are still selling FSLR like its going out of business. PE of ~14, PB of 2.4, no debt, 31% profit margins, wtf? SEDG is up 38% in the last months and it's a dogshit company by comparison

Delicious_Bicycle527

$550 strike????  Looks like your gonna make a mean PB&J.

External_Anteater730

Both datacenters & robots need energy to function, and China is the world's largest net importer of oil. There currently are no guarantees that these ships won't get blown up by Americans/Iranians, but negotiations are ongoing: [https://www.chosun.com/english/world-en/2026/03/18/YQDQXG4PB5BCVNUI3C5SX3XFR4/](https://www.chosun.com/english/world-en/2026/03/18/YQDQXG4PB5BCVNUI3C5SX3XFR4/)

platinumarks

She'll just be captured by Israel, given a sandwich and a drink, and flown home at Israeli expense again. As soon as she lands, she'll claim that she was tortured by Israel because she doesn't like turkey and would've preferred PB&J.

WSB-mods-are-

If I only have PB&J for lunch and Ramen for dinner for the next 183 years, I can make back the difference

Get_dat_money

I had a PB&j for lunch, it was delicious. I ate it with some grapes.

VerifiedGenius

I believe: SaaS on the way back up, NVIDA folding sell outs after earnings, while Intel, HP, AMD, and Micron actually holding weight of supply chain. Tech propagators, NVIDIA, META, Google, and similar American tech in direct pull of government agenda will stagnate the next few months. Notable increase for demand in integrated tech, making waves in the financial sector first, commodity silver, materials/minerals stocks fintech/local banks increasing gains with AI, DAVE, SoFi, PB, WesBanco, and diversified Japanese/ South Korean ETFs will grind the path to secure AI, proving new wave mentality from stocks to AI: safety=accuracy=performance. Who would’ve thought doing the logical thing all along was the best path forward, even if it was hard and we have to be patient? *I am not a financial advisor and this comment is not financial advice, only my personal opinion.*

WSB-mods-are-

Nothing but PB&J for lunch for the next 200 years ought to cover it

plumpypenguin

puts on AI, calls on PB&J sandwiches

RecursivelyYours

So I have actually done this at scale, but without scraping, but instead using AI to parse the reports. It took me months to do at scale but AI these days is really powerful and is very good at resonating and extracting values from reports in a normalized manner. Unexpected cases and industry specific metrics. I have created more than 80+ widgets and 20+ stock alerts about various metrics in my platform (from basic ones to PE and PB, industry specific ones like net interest income for banks or loss ratio for insurance companies, and alerts about things like inventory, solvency, fcf/earnings quality and many more). You have to account for various cases that could affect metrics and also account for the "recency" factor where things are getting better or worse in the most recent quarters. It's rather complex. I am not going to give a link to my tool because the sub doesn't allow it, but you can take a look to get some ideas, it's the social link of my profile, or just PM me and i will give it to you. Happy to help with questions about how to do it with AI, I have worked months on it :)

amvart

PE of 1.8, and PB of .3, wtf??

guoren83

haha, but I don't think this company will be delisted. Its fundamentals are sound, and with a PB ratio of 0.69, it's still cheap. However, BTC will continue to fall. Everyone is shorting, and the trend is unlikely to change in the short term. My strategy is to gradually build a long-term position.

Life_Eye_5457

I used to study fundamentals and found it to be a waste of time, bc Tech in the 90s had 2x the fundamentals as SPY and 2.5 to 3 x the PE, PB as value, Yet Tech outperformed them all to present times. People pay more for a booming stock, as we will now see in Ai in the next 35 yrs.

United-Win-2432

Petty theft and Europe go together like PB and j

usernamealreadyt_ken

700,000 and low confidence, the new PB&J

jrex035

Just did a comparison and EWJV looks better than EWJ on every metric. Better returns over 1 year, 3 year, and 5 year periods, lower PE, PS, and PB, lower expense ratio, AND better dividends to boot

handsome_uruk

After PB&J, Claude is peak American invention. Full port on Anthropic IPO.

Educational_Pop6138

When your primary product has its own spot price market and futures market you are a commodities producers (a heavy cyclical). Sometimes your commodity goes on a bull run for a while but eventually it cycles. Korean analysts (those that have covered memory for decades) price these things on a forward PB.

Educational_Pop6138

I've been holding SK Hynix for a while now. Looking to get out soon. Deep cyclicals inflect violently up as well as down. When analysts start using forward PE from forward PB to value them thats when you should start getting very nervous.

RecursivelyYours

I want to understand the history of a company, as well as key events, strategic positioning, and also the actual numbers of the company. Buying a company is not only about how good the company is, but how expensive or cheap is based on the stock price. So it is important to understand the underlying economics as much as possible. I have created a tool called StockAInsights that uses AI to parse SEC filings automatically and not only generate normalized metrics like PE ratio, PB, PS, ROE and all relevant metrics and of course statements as well, but also strategically analyze the company filings and tell me what risks they have, competitors, debt, regulatory issues, funding, dilution, quality of earnings and a lot of things that are really important. It is a multifaceted analysis that you need to do if you are responsible about investing. Like do you understand why a company would have a prime position in the market against its competitors ? For example, TSM is a company that designs chips that are really tough to replicate, effectively a monopoly. Can you identify that ? and do the economics align with that story? AI can help you distinguish that fast by reading filings for you for example. If you attempt to do everything manually I'd say it's very frustrating to derive ratios and account for non GAAP adjustments. You'd need paper and pencil for sure. A tool helps a ton to automate all that.

No_Feeling920

Wake me up when it can actually create something approaching the old Piranha Bytes RPGs (Gothic, Risen). Not even humans create stuff like that anymore (even ELEX by PB is bland). Played the Avatar, Horizon, Shadow of Mordor games and it just doesn't scratch the same itch anymore.

IBangTokyoWife

No worries man. We've both got real life! I'll look into solar a bit more. I wrote it off prematurely, it seems. Lots happening around nuclear but I get that that's decades away. When you get a chance, mind walking me through why you think HWM is reasonably valued? I looked into it but maybe I'm missing something. PE 59, forward PE 49. PEG 2.4 according to NASDAQ. PS 10, PB 16. EPS and Rev growth in the last 5 years have been impressive. If it continues, maybe? How're you judging valuation on this one? Looking forward to the list Always appreciate these chats. Pretty rare on Reddit, at least for me

FSO88

Price the same strike put for microstructure. If you're satisfied with paying the extrinsic (put prem) then go for it. It's a good proxy if DITM in a margin account provided they are deep enough not to pay more in extrinsic then it would cost you to carry the shares in your book. I am leveraged/PM/"in the box" treatment in a PB-relationship so I wouldn't do it for efficiency reasons. rn the GOOGL Mar27 forward is 341 with cash at 328. The Mar27 75D put is $23--you're paying $2,300 to carry the limited risk call.

Bl1nk9

From the comments I saw : ASAP for PB is Adminstratively Stalling All Progress.

_hiddenscout

So screening just gives you idea to jump from. This is gearing towards GARP, growth at a responsible price. Looking at APP, valuation doesn't look too bad from a PEG level, but the PS, PB, and PC is pretty high. Second step is I run the name through quickfs like [https://quickfs.net/company/APP:US](https://quickfs.net/company/APP:US) I like to see the trend of ROIC, EPS growth, Margins and Revenue from here. I also like to look at FCF growth [https://stockanalysis.com/stocks/app/financials/cash-flow-statement/?p=quarterly](https://stockanalysis.com/stocks/app/financials/cash-flow-statement/?p=quarterly) Which there looks pretty solid. I actually use like an LLM to run a DFC as well to see what the instrict value of the company is. So APP is just an interesting name, since some things look expensive while other look good. To me, this is a hard company to get a gauge on, so personally, I would just pass on it. Doesn't mean it's a bad investment or anything, but if I can't get a good grasp, I don't have confidence to buy. I also don't know much about the ad markets as well.

PossibleResearch271

This is correct, looking at a company’s PB Ratio is important but also what is the EPS and how is the EPS trending YoY?

FrostingSecret6900

**na lol** **Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

FrostingSecret6900

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

FrostingSecret6900

**Shift to AMD MI455X Instead of TPUs**: The same note specifies Meta is opting for AMD's Instinct MI455X accelerators over Google's TPUs for upcoming deployments. This isn't a full replacement but a strategic purchase shift to meet escalating inference and training requirements more efficiently. Meta has been AMD's largest AI accelerator customer, accounting for about 42% of AMD's 2025 GPU purchases (over 250,000 units of MI300X/MI325X/MI355X). Analysts project Meta to acquire 300,000–400,000 MI355X units in 2026, with the MI455X building on that for even larger scales. [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) **Helios Rack-Scale System**: Meta co-developed Helios with AMD, a rack featuring 72 MI455X GPUs and 18 EPYC "Venice" CPUs (Zen 6, 256 cores/512 threads on 2nm). It targets yotta-scale AI (10\^24 FLOPs), with aggregate 31TB HBM4 memory and 1.4 PB/s bandwidth. Meta is projected to deploy 5,000–10,000 Helios racks in 2026, supporting Llama models and a push toward AGI. This validates AMD's traction, with FY2026 revenue estimates at $70–100B, half from AI GPUs. Cooling is direct-to-chip liquid for both GPUs and memory, emphasizing efficiency in power-hungry data centers.

Paynis

[T Mobile is a partner](https://www.t-mobile.com/coverage/satellite-phone-service?gclsrc=aw.ds&&cmpid=MGPO_PB_P_25SATDLCH_1733093272988_179499437172_776370166686&gad_source=1&gad_campaignid=16905361613&gbraid=0AAAAAD79WuXHJPw44Qd0iiJ3mRHAcj6l3&gclid=CjwKCAiAvaLLBhBFEiwAYCNTfyDEIFNrQAOrnLOYc-myzYuupRNzlLxmp_UMTiW49Rif-zw_TTU17RoC17kQAvD_BwE). 🍞🍞🍞🍞🍞

PresentationNo634

Name: CyanConnode Holdings plc Ticker: CYAN (London Stock Exchange ‑ AIM) ISIN: GB00BF93WP34 Sektor: Technologie / Kommunikationsausrüstung UK Workers: ca. 115 🔹 Market Cap: ~£24,11 Mio. (~24 Millionen GBP)   🔹 Enterprise Value (EV): ~£42,06 Mio.  PS‑Ratio: ca. 1,51   PB‑Ratio: ca. 2,10   • triple Orderbook (~£180 Mio.) • Deal with India Government Smart Meter (~£70mio) Stocks ca 352 mio Free Float 63% Big investors Axia Investments Ltd. And Premier Fund Managers Mesh networks are not just a technology of the future—they have the potential to transform critical infrastructure in energy, communication, and transportation. Startups like Cyanconnode are strategically well-positioned because they have already implemented mesh networks in smart grids, providing a stable market and growth opportunities in the long term. Future Potential & Market Opportunities a) IoT & Smart Homes / Smart Cities • Every device can function as a node (lights, sensors, thermostats, cameras). • Advantage: Lower infrastructure costs and stable, self-healing networks. • Market potential: Billions of connected devices by 2030. b) Smart Grids / Energy Supply • Cyanconnode, for example, uses mesh networks for smart meters → real-time load management and energy optimization. • Advantages: Reduces power outages and enables distributed energy resources (DERs) such as solar and battery storage. • Long-term potential: Critical infrastructure, especially in emerging markets. c) 5G & 6G Networks • Mesh networks can serve as a backbone for ultra-dense networks. • Advantages: Higher bandwidth, lower latency, improved resilience. d) Autonomous Vehicles & Robotics • Vehicles and drones can use mesh networks to communicate directly with each other (V2V – Vehicle-to-Vehicle). • Advantage: Real-time collaboration without a central infrastructure. e) Emergency & Crisis Communication • Mesh enables networks that remain operational even if infrastructure fails. • Example: Natural disasters or military operations. Strategic Opportunities: • Scaling in regions with insufficient infrastructure (India, Africa, Southeast Asia) • Partnerships with energy providers → smart grid projects • Integration of AI/ML → predictive maintenance, consumption forecasts, and network load optimization

WhiteGirth

yall can thank guru PB trades for introducing FVGs to peter tuchman

Icy_Jelly_315

#SPY has been underperforming rest of world for a year LMAO🤌 ROW have taken podium places 1-8. SPY bros with their ATH be like the fat asthmatic kid who still hasn't finished but has BEATEN HIS OWN STRAVA PB LMAO🤌 Nice little nation but needs to face the fact that being pour is a choice LMAO🤌

WhoreIn_Buffet

PB&J and a glass of milk is the only right answer

RegisteredJustToSay

I'm not a TSLA stan and can't stand Elon but actually the person you're relying to is right - they said that it's always traded at a much relative to their industry, which is a defensible statement. Tesla's price-to-book (PB) ratio was its lowest in 2020, at 8, but was much higher compared to pretty much any other auto maker such as Toyota and GMs 1-1.2. Consider their P/E ratio was literally negative during the same period it's also fair to say that they were trading at a premium (they didn't have to give away money to get people to buy their shares). There are other ways to measure 'premium' obviously, but PB is about as classic as it gets since it doesn't try to measure the value of future income but tracks the cost of raising capital.

Sakrie

what specific niche? The WAM-V is a niche use fast surface ASV, but not the kind that you want to ram into stuff as a suicide vessel (or at least not currently). They are more very fast observational units as far as I have seen. For most marine naval tech, I point to Teledyne's vast offerings. The conglomerate controls the space, because the militaries can trust the proven track record in sensitive situations. For future Naval tech, it's Kraken because of their deep-sea offerings (battery and acoustics). Everything needs a battery and acoustics, and the deep ocean will become an important area in the future. I dn't think they get bought out because they are getting pieces of the Naval spending from basically every country in the Free World (including non China Asian ones). OPTT's still like a decade out I think from being anything useful . To my knowledge, these PB3 deployments (Navy on the East, now Anduin on the West coast) are testing-phase things to figure out how to actually use the data and how to actually place the super-expensive and defenseless buoys.

Own_Top_7009

thats the ath probalby 400 before PB to 350

Pioustarcraft

Gotta say, the Nike pegasus gave me massive blisters so I switched to Asics. The Asics were magnificent. During black friday I got the Nike alphafly at 50% off and just did a 10k PB with them... I am not ready to switch back to Nike yet but it gets me thinking...

btoned

Grilled PB&J boys. Don't bull rush me.

Zulumus

PB & Jet Propulsion?

PresidentKraznov

That's what I've got, a '21 PB. I mean I love the truck but 6 months in the shop (not drivable ) to get a couple of half shafts because that axle bolt recall bit me and actually failed. You would think they could at least manage to prioritize parts for actual vs preemptive for customers who didn't have a failure would be a no-brainer, so I can really only conclude they have no brains. And on top of it if you go to the NTHSB website and look up that recall "we have the parts." Bullshit.

Panduninja

I set up valuation alerts on moomoo for metrics like PE and PB. Once they stretch far past historical norms, that’s usually a signal for me to lighten up. Also been using their AI earnings summaries a lot. Helps me digest key changes right after reports drop, especially with names like NVDA where every small shift matters.

btoned

Who else is having an apple butter and PB sammich? 😙

ken-davis

Is PS and PB? Both all time highs now

ken-davis

Yep. Down to 32% in equities. If the shiller breaks 42, I will decrease to 25. PS and PB are at all time highs. People are going to pay for this.

nhalas

https://youtu.be/AmEWj0PB12s?si=Zi3SyO3s1hBpTVD4

WorkSucks135

Some stocks do. Companies with debt and low PB, i.e. value stocks, do very well in inflationary environments. Growth stocks, i.e. the entire S&P, languish. 

deployant_100

It's trading at a premium, but not every premium level is worth it. Historically the PB range varies between a rare 1.2 to a recent 1.7. 1.3-1.4 is the sweet spot, and right now it's 1.6, which is kind of high considering that you are also paying a premium on... cash. If you adjust the P and B for 300B of cash, it's in the high range.