Daniel Romero(@HyperTechInvest):Valuation multiples across semis are getting so cheap You have names like $NVDA, $COHR, $ONTO, $AVGO, $TSM, $AMAT, $LRCX, $ASX, $FLEX, and $VRT now trading at less than 20× forward earnings Of course, you'll say “cyclicality.” But that's not guaranteed; it's a stance you're taking If the AI buildout remains strong beyond 2027, the cyclical bear thesis flies out the window And nobody can predict what AI progress will look like through 2027, so how can you be so sure a slowdown is coming?

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

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Daniel Romero@HyperTechInvest

2026.11.07 19:25

Valuation multiples across semis are getting so cheap You have names like $NVDA, $COHR, $ONTO, $AVGO, $TSM, $AMAT, $LRCX, $ASX, $FLEX, and $VRT now trading at less than 20× forward earnings Of course, you'll say “cyclicality.” But that's not guaranteed; it's a stance you're taking If the AI buildout remains strong beyond 2027, the cyclical bear thesis flies out the window And nobody can predict what AI progress will look like through 2027, so how can you be so sure a slowdown is coming?