Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

Low forward earnings multiples across eleven stocks cannot persist indefinitely. Nvidia trades near 17.5x, its lowest in over a decade; Oracle near 15x, its lowest in six years. Uber is at 17x, Broadcom 19x, Vistra 15x, AppLovin 14.5x, TSMC 19x, Forgent Power Solutions 18x, Nokia 19.5x, American Express 17x and Western Digital 14x. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Uber's network could unravel as riders go straight to Waymo and Tesla Robotaxi apps and driver earnings collapse. Uber lobbies against autonomy while telling investors it will win it, and its flagship Waymo partnership has soured. Robotaxi apps are becoming the interface to the car, which a generic broker app cannot replicate. At about 17x earnings, Uber looks overvalued when it may not exist in its current form in 17 years; 5-10x trailing earnings is the most it deserves. x.com  x.com  x.com  … Show more

Cash generation and market values have diverged for these twelve beaten-down stocks. Over the long term, valuations tend to follow the cash businesses produce; the charts compare quarterly free cash flow with market capitalization for Uber, Netflix, Intuit, Adobe, PayPal, McDonald's, Snap, Duolingo, Chewy, Pinterest, Reddit and e.l.f. Beauty. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

These ten businesses look ridiculously cheap against their own history on forward earnings. SoFi trades at 22.7x vs 48x in 2025, Uber 17x vs 24x last year, Netflix 20.6x vs 39x in 2024, Amazon 27x vs 45x in 2023, ServiceNow 31.1x vs 68x in 2024, Nvidia 19x vs 36x in 2025, Salesforce 16.2x vs 30-32x, Adobe 9x vs 26x in 2024, Microsoft 25.3x vs 32-35x, and Broadcom 20.5x vs 44x in 2025. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Tech stocks are not too expensive: ServiceNow, SoFi, Zeta Global, Amazon, Adobe, Meta, Salesforce, Uber, Snap and Shopify all look undervalued now. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

McDonald's, Reddit, Uber, Hermès, Constellation Software, ServiceNow and Fair Isaac are high-quality companies trading near their lowest valuations ever. x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Growth in operating metrics supports owning more SoFi, Brookfield, Amazon, Netflix, Uber and Snap: all six look seriously underestimated right now. Stock Analysis charts show SoFi revenue at $1.2B, Brookfield Wealth Solutions funds from operations at $480M, AWS revenue at $42.23B, Netflix revenue at $12.56B, Uber revenue at $14.19B and Snap other-segment revenue at $316.47M. x.com  x.com  x.com  x.com  x.com 

Quality growers with 10%+ revenue growth still trade under 20x operating cash flow, so uncertainty is a time to put money to work. Forward two-year revenue growth: Micron 110%, where the memory cycle has a ton of gas left; Zeta Global 25%, great relative to growth despite material stock pay in cash flow; Meta 21%; ServiceNow and TransMedics 20%; Microsoft 16%; Uber 13%, at an attractive 24x EV/EBITDA; Amazon 12%; Salesforce and Booking 10%. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Owning quality does not require paying a premium, even with the market expensive at all-time highs. DLocal, Dave, Meta, McDonald's, Lumine, Sezzle, Root, Nu, Constellation Software, Intercontinental Exchange and Uber are high-quality companies trading at 20 times earnings or less, and Fair Isaac, at 21 times, is worth including for its quality. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com