


Golfistry
Why No Tech Stock Should Trade at a Higher PE Than Apple or Nvidia — A Case for Shorting Analog Devices (ADI) No technology company should be trading at a higher price-to-earnings (PE) ratio than industry giants like Nvidia or Apple. That principle applies directly to Analog Devices (ADI), which is currently overvalued relative to its peers. As long as ADI's...
In a surprising move last December, Intel CEO Pat Gelsinger abruptly stepped down following a tense board meeting that revealed growing dissatisfaction with his turnaround strategy. The sudden exit—on a quiet Sunday—left the tech world stunned and set off a chain of dramatic leadership changes. To stabilize the company, Intel temporarily appointed CFO David...
Both Nvidia and Apple currently have price-to-earnings (PE) ratios near 30, while other technology companies, such as Tesla and Analog Devices, are trading with significantly higher PE ratios of over 125 and 60, respectively. Given the economic headwinds we are facing, I believe stocks with higher PE ratios may experience more pronounced declines compared to those...
NVIDIA's stock: adhering to the principle that what ascends must eventually descend. I contend that NVIDIA can be equated to the modern Bitcoin, serving as a buffer against inflation amidst the swiftly growing AI bubble. This current AI boom parallels the dot-com era, advancing more rapidly than the inflation rate, which leads to its perception as a financial safe...
I see the short MA has tailed upward on the long MA around May28th, 2020. I found strong support level at $28 and $42 level and I believe that the Fibonacci extension will go on to $64 and the drawback is $32.
Recently, I notice Amazon is overvalue. Massive hiring during this season is normal because they layoff too much delivery force after Christmas. Amazon also ended their relationship with Fedex and start doing more in house delivery fleet. Amazon lost a $10 Billion dollars contract with DoD and try to take it away from Microsoft, I don't think Microsoft will be...