- NVDA is a bargain. Forward P/E 13
“Just to put today's crash into perspective: After today's crash, Nvidia, $NVDA, is now trading at a Forward P/E ratio of \~13x. That's 7 turns below the S&P 500's \~20x Forward P/E and less than...
559 points599 comments6 d ago
- That $2.3T tech dump wasn't fundamental panic, it was just systematic funds getting liquidated
If anyone was wondering why tech fell off a cliff the other day, it wasn't just retail panic or people suddenly hating AI capex. A massive chunk of that $2.3 trillion wipeout came from systematic...
519 points158 comments5 d ago
- Why Is the Stock Market Getting Destroyed Today?
What the hell happened to the market today? Nasdaq down 5.5%, S&P 500 down 4.4%, and tech stocks getting hammered. Is this really all because of the midterm elections, or is something else going...
330 points891 comments6 d ago
- What one stock would you fully dive into after todays market drop?
GOOGL perhaps?
219 points465 comments6 d ago
- What are you buying today?
Most stocks down significantly today. Could the market go lower, sure. But these levels pose opportunities to add or buy to long term portfolio. What, if any, are you buying today?
187 points489 comments6 d ago
- Micron’s stock is dirt cheap — and that’s igniting a fierce online debate - Market Watch
(TLDR: in the past few days, we have had many posts for as well as comments against Micron $mu. I have previously argued that a low P/E does not make a cyclical stock like Micron cheap. The...
183 points176 comments4 d ago
- META, AMZN, GOOG and NOW are currently great buying opportunities
Both their PB and P/OperatingCashflow ratio are at the lowest level in the last 3 years. And all of them has growth rate of 20-31% average annualized (OCF). I don't have the time to list down all...
176 points171 comments5 d ago
- NVDA - Will There Be a Buying Opportunity?
Admittedly, I haven't done my homework on NVDA. My reasoning for ignoring NVDA was that I never liked Jensen much in the same way I never liked Musk, and I never liked the whole circular financing...
138 points344 comments2 d ago
- Texas Governor on datacenters - regulations are needed but we're pro business!
If you listen to the Texas Gov-elect, she’s taking a balanced stance on datacenters: protect local communities against exploitation, but keep the economy strong. Even when challenged on Musk and...
110 points76 comments5 d ago
- What has everybody bought in the recent dip?
I bought micron, nvidia and spacex
96 points511 comments4 d ago