NVDA PE is at 40

Still a bit high. Near $100 even below is better entry point.

Amzn is the best. Google is the cheapest but for a reason. 
 

I have doubts on MSFT. AAPL is a totally different animal. 

 

 

所有跟帖： 

• NVDA forwarded PE is 26? -BrightLine- ♂ (0 bytes) () 03/15/2025 postreply 10:00:50

• 怎么看META？ -study169- ♂ (106 bytes) () 03/15/2025 postreply 10:05:08

• Meta 囤积了大量AI人才 -越王剑- ♂ (33 bytes) () 03/15/2025 postreply 10:59:53

• Care to share your thoughts on aapl? -宝尊彝- ♂ (38 bytes) () 03/15/2025 postreply 10:33:20

• Aapl is like an utility to me right now -越王剑- ♂ (65 bytes) () 03/15/2025 postreply 10:59:12

• PEG 相比于别的算是低的 -这样子- ♂ (0 bytes) () 03/15/2025 postreply 10:33:47

• NVDA PE is 26-28. Biggest risk is slowing growth in 2026-27 -三心三意- ♂ (0 bytes) () 03/15/2025 postreply 11:21:52