Since so many posts about these 3 companies recently, just want to summarize my thoughts
1: NVDA is the best buy amognest these 3 at current price. Market can go up and down, and NVDA could even go as low as 140-150 if we see a big correction on Nasdaq, but I see NVDA firmly above 220+ in H1 of 2026. Right now, NVDA is traded at 25 forward PE
2: AVGO is also a solid buy but carries a high premium. After yesterday's crash, AVGO now stands at 35 forward PE. Considering its 47% EPS growth in 2026 and another 40% in 2027, 35 PE is not unreasoanble but still elevated. I think the floor for AVGO could be 270-310 in the worst case if we see a large Nasdaq correction. However, this is easily a 400+ stock before end of 2026, and may even stretch into 500.
3: ORCL is a tricky one. If you look at its EPS projection, it is backloaded into 2028-2029 (with growth rate above 35%). But for next 2 years, in 2026 and 2027, street has lowered the expectation and now only expects 20% growth. Coupled with uncertainty of high debt, patience is required to buy into Oracle and average price entry point need to be carefully managed.
With forward EPS estimate of $7.26, ORCL could go as low as $140 (for a PE of 20) if Nasdaq sells off. Right now at 189, it is priced at 26 PE. But as long as ORCL continues to meet EPS targets, we should see ORCL to go back to 220-250 range in 2026. As said above, paitence is required as it may take until 2027 to see explosive share price movement
