Tech Stocks gong on sale?

[syke6]

Stocks are down after the tariffs announcement, but some stocks are starting to look attractive.

GOOG now has a forward P/E of 19, which is about typical of its normal range, and a PEG of 1. There are some concerns about losing the AI battle, but the ad portion of the company prints money.

NVO has a forward P/E of 23 and a PEG of 1.2. There seems to be no limit to what semiglutides can be prescribed for.

NVDA has a forward P/E of 38 and a PEG of 1. People can’t get enough of Nvida chips.

There are concerns about tariffs of course. But time to buy stocks is when the news is bad.

[pauleckler]

Per CNBC Nvidia’s problem is that Blackwell chips sold to Singapore or Malasia are finding their way into China. Additional export controls are likely and Nvidia may not be able to make announced earnings numbers.

We hope they will find creative solutions. Such as H2O chips watered down removing high performance features so they can be sold in China.

[Leap1]

@syke6

starting to look attractive.

[captainccs]

@pauleckler

Such as H2O chips watered down

Punny!

The Captain

[pauleckler]

The pun is on Nvidia. That is the name they gave them.