Current market feels like last year’s Deepseek moment. Lots of FUD + anxiety that seems warranted but unsubstantiated.
E.g $NVDA is trading at 15-20x 2027 EPS (depends on your estimates) while $CAVA trades at 100x?!
And we have a “slowly growing” cash cow $ZM trading at ~13x 2027 EPS
顯示更多
