The AI Investor
@The_AI_Investor
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가입 September 2020
918 팔로잉 중 81.7K 팬
NVDA has been about flat, MU is still up a lot, while the high flying stocks are mostly down now from the time I posted
$BE $LITE $COHR $ALAB $CRDO , and many more examples
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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