The AI Investor(@The_AI_Investor):It's funny to see forward PE, or even a few more years EPS of some of the hottest stocks in AI infra like $BE $LITE $COHR $ALAB $CRDO And even the storage stocks like $STX or CPU stocks like $INTC etc. You can't find something lower than 30x! Then you have DRAM stocks like $MU at ~5 and $NVDA at ~20 multiples.

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参加 September 2020

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The AI Investor@The_AI_Investor

2026.04.29 18:43

It's funny to see forward PE, or even a few more years EPS of some of the hottest stocks in AI infra like $BE $LITE $COHR $ALAB $CRDO And even the storage stocks like $STX or CPU stocks like $INTC etc. You can't find something lower than 30x! Then you have DRAM stocks like $MU at ~5 and $NVDA at ~20 multiples.

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