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

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 

Salesforce's $25 billion accelerated buyback leans on debt in a way that risks leveraging its future, as happened at Fiserv. Fiserv cut its share count 21.5% with debt-funded buybacks averaging $167 a share, and now trades under $60 as growth fell. Salesforce can afford this round with $14 billion of free cash flow, but growth is slowing to single digits, AI isn't yet transforming its ecosystem, and its goodwill-heavy book limits deals. The risk is that multiples compress and it doubles down. … Show more

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 

ServiceNow, Adobe, Amazon, Meta, Celsius, e.l.f. Beauty, Oracle and Duolingo will see further downside unless they rebound in the next few months, as investors sell them to offset taxes on massive gains in semiconductor names such as AMD, Nebius, Arm, Micron and SanDisk. x.com 

AI, networks and power give these 12 stocks some of the decade's biggest tailwinds. Micron is one of three big HBM makers; Samsara connects fleets; IonQ builds quantum computers; Ciena supplies optics; GE Vernova and Eaton serve power demand; Dell ships AI servers. Netflix, the largest paid streamer, adds ads; Coupang, Korea's largest e-commerce platform, delivers same-day; Airbnb, the largest short-term rental marketplace, adds services; Arm enters data centers; CrowdStrike secures enterprises. … Show more

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

Magnificent Seven stocks face continued pressure as AI capex keeps eating their free cash flow with no sign of slowing, and the market is not rewarding the builders for now despite the returns. The recipients of that spending in power, grid, chips and materials, such as TSMC, GE Vernova, Micron and ASML, look better. Concern is greatest for Tesla and Meta, whose recent moves seem disconnected and whose AI showcase was embarrassing; Microsoft, Amazon, Apple and Alphabet are less concerning. x.com 

Nike, Snap, Netflix, Uber and SoFi are falling knives worth catching: awful sentiment, unbroken businesses. Nike, despite plenty to fix, is one of the world's strongest brands priced with deep pessimism. Snapchat has a massive audience, and if monetization catches up its valuation could look ridiculous. Netflix stock was crushed while free cash flow and profits rose. The market overlooks how fast Uber's earnings and cash flow scale, and SoFi keeps growing members, revenue and earnings. x.com  … Show more