POPA ReconThe Cheapest Stocks in the AI Trade
The Cheapest Stocks in the AI Trade Forward P/E tells you how many years of expected profit you're paying for a company. Lower looks cheaper - but it can also mean the market doesn't believe those profits will last. Here's the chip sector, ranked: • SK Hynix - 4.14 • Micron - 5.25 • SanDisk - 5.27 • Qualcomm - 15.19 • NVIDIA - 15.41 • TSMC - 17.83 • Broadcom - 19.38 • Western Digital - 23.52 • Marvell - 28.1 • AMD - 32.86 The S&P trades near 22x, semis north of 30x - the three memory names sit at a fifth of their own sector. The bull case: the price isn't low, the earnings are exploding. A…
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