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 

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

Netflix's competition and valuation leave its risk/reward well behind other opportunities. It competes with Amazon, Disney, Apple and YouTube, while trading at about 20x next-twelve-month earnings for roughly 14% annual EPS growth over the next few years. It is mostly a great company, but these numbers do not make it a multibagger. x.com  x.com  x.com  x.com 

These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com  x.com  … Show more

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 

Netflix's earnings growth cannot keep relying on price increases or a one-time ad-tier rollout when future ad growth depends on impressions. The password-sharing crackdown, ad tier and repeated price hikes amid declining time spent signal a mature business; podcasts and live sports look like attempts to find another growth leg. There is no reason to own the stock beyond its discount to historical valuation, which it should command. x.com  x.com 

Duolingo, AppLovin, PayPal, Uber, Salesforce, SoFi, e.l.f. Beauty, IREN, ServiceNow, Circle, Roblox, Reddit, Planet Labs and Netflix have room to run. Each cleared at least two of three screens: base-case DCF value, revenue growth or drawdown. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Many high-quality stocks still trade at deep discounts even with the S&P 500 just 2% below its all-time high. Uber, Nu, AppLovin, Inter, American Express, Klarna, SoFi, MercadoLibre and Booking trade at 6-32x 2027 earnings with five-year revenue CAGRs of 11-58%. Brookfield trades at 15x 2027 distributable earnings, with an 18% five-year growth rate. Consensus price targets include $101 for Uber, $501 for AppLovin and $2,200 for MercadoLibre. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Reddit's Q3 drop in US daily users risks another poor market reaction, even if headline earnings are strong. Last quarter a slight sequential decline in US daily users sent the shares down 20% despite a massive triple beat; the new chart shows a further sequential drop in Q3. x.com  x.com 

Fourteen stocks are trading below fair value: NVIDIA, Adobe, Amazon, Booking Holdings, CrowdStrike, Celsius, MercadoLibre, Nokia, Broadcom, First Solar, Hims & Hers, ServiceNow, Netflix and Uber. Buying below fair value is what every investor aims for, though few get the timing right. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com