Good call ... tech is dead next year. All in on analog. Abacus Unlimited is going to have a huge breakout. I also like BMX for when e-bikes finally lose their cool.

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R O T A T E

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At ~~Redstone~~? e: Decatur.

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Lol, AVGO going back down to 60 p/e, haha...  (crying because my cost basis is 385).

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270 P/E after 90% drop = undervalued

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I agree with you. Besides, what the people complaining about P/E are not considering is that Karman's acquisitions (I did mention MTI in this post, and they have made more) have hit earnings, thereby affecting P/E. The acquisition cost shows up now, but the benefits from the acquisition will last for years.

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China is the 3rd largest holder of US debt. All their shit is made in China. Whatever else garbage they produce a la Soybeans/commercial aircraft, they rely on China to buy. You don't think they China can pinch a couple of Blackwells or Vera Rubins? When the fucking things are MADE RIGHT NEXT DOOR TO THEM? With an administration that is simply money first, fuck all else. You doubt that NVDA will pump? Because of your spreadsheet P/E?

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I agree with why ppl are buying it but doesnt nvda have lower forward p/e with more revenue growth expected? AMD and broadcom have existed for decades, theyve been trying to steal and have stolen some but never to the point where nvda is less of a buy than them no?

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so you're saying AVGO has low Forward P/E? What are their forward P/Es then, perhaps maybe its just temporarily inflated because of forward P/E. So what's AMD's forward P/E? I mean this is all great but I noticed you didnt comment at all on NVDA yet broadcom and amd are ahead in growth for the stock for the year. To be objective, you cant leave out NVDA. I would think for all 3 that NVDA has the lowest p/e and forward p/e implying its undervaluation with most projected revenue growth.

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By your logic, it would be a great opportunity for you to short this company, then. Who’s going to buy that vacuum, right? Go on, short it and come back and tell us how a high P/E on a <$10B defense supplier that can ramp orders does for you.

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