I’d separate these into earnin-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I’d separate these into earnings-backed and expectations-backed record highs.

My top three are TSMC, NVIDIA and Johnson Controls. TSMC and NVIDIA remain at the heart of AI compute demand, while JCI shows how AI spending is spreading into cooling and physical data-centre infrastructure. Its $21 billion backlog is particularly attractive.

I’m more cautious on Lumentum after its huge run, and on MPC and VLO because today’s exceptional refining margins may not last indefinitely. CRWD and FTNT have strong fundamentals too, but their valuations leave less room for disappointment.

🥇 TSMC
🥈 NVIDIA
🥉 JCI

I wouldn’t chase a stock simply because it is making new highs. At these valuations, I want earnings, cash flow and guidance to keep justifying the price. A great company can still be a poor investment if you pay too much for it. 📈

💰Stocks to watch today?(7 October）

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Comments

JoyceTobias
11:42
JoyceTobias
TSMC still has room on PE versus its own history, especially with AI order visibility stretching into the next couple years. That backlog and pricing power matter more than the headline high.
snuggix
11:42
snuggix
VLO is exactly where I push back a bit. Cash flow still covers the dividend and buybacks fine, and the multiple is not pricing much durability at all lol

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2

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I’d separate these into earnings-backed and expectations-backed record highs.\n<p></p>\n<p>My top three are TSMC, NVIDIA and Johnson Controls. TSMC and NVIDIA remain at the heart of AI compute demand, while JCI shows how AI spending is spreading into cooling and physical data-centre infrastructure. Its $21 billion backlog is particularly attractive.</p>\n<p>I’m more cautious on Lumentum after its huge run, and on MPC and VLO because today’s exceptional refining margins may not last indefinitely. CRWD and FTNT have strong fundamentals too, but their valuations leave less room for disappointment.</p>\n<p>🥇 TSMC<br>\n  🥈 NVIDIA<br>\n  🥉 JCI</p>\n<p>I wouldn’t chase a stock simply because it is making new highs. At these valuations, I want earnings, cash flow and guidance to keep justifying the price. A great company can still be a poor investment if you pay too much for it. 📈</p></body></html>","htmlText":"<html><head></head><body>I’d separate these into earnings-backed and expectations-backed record highs.\n<p></p>\n<p>My top three are TSMC, NVIDIA and Johnson Controls. TSMC and NVIDIA remain at the heart of AI compute demand, while JCI shows how AI spending is spreading into cooling and physical data-centre infrastructure. Its $21 billion backlog is particularly attractive.</p>\n<p>I’m more cautious on Lumentum after its huge run, and on MPC and VLO because today’s exceptional refining margins may not last indefinitely. CRWD and FTNT have strong fundamentals too, but their valuations leave less room for disappointment.</p>\n<p>🥇 TSMC<br>\n  🥈 NVIDIA<br>\n  🥉 JCI</p>\n<p>I wouldn’t chase a stock simply because it is making new highs. At these valuations, I want earnings, cash flow and guidance to keep justifying the price. A great company can still be a poor investment if you pay too much for it. 📈</p></body></html>","text":"I’d separate these into earnings-backed and expectations-backed record highs. My top three are TSMC, NVIDIA and Johnson Controls. TSMC and NVIDIA remain at the heart of AI compute demand, while JCI shows how AI spending is spreading into cooling and physical data-centre infrastructure. Its $21 billion backlog is particularly attractive. I’m more cautious on Lumentum after its huge run, and on MPC and VLO because today’s exceptional refining margins may not last indefinitely. CRWD and FTNT have strong fundamentals too, but their valuations leave less room for disappointment. 🥇 TSMC 🥈 NVIDIA 🥉 JCI I wouldn’t chase a stock simply because it is making new highs. At these valuations, I want earnings, cash flow and guidance to keep justifying the price. A great company can still be a poor investment if you pay too much for it. 📈","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/615886519414952","repostId":0,"isVote":1,"tweetType":1,"viewCount":45,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":701,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":615897308569880,"commentId":"615897308569880","gmtCreate":1791344544060,"gmtModify":1791362775298,"authorId":9000000000000530,"author":{"id":9000000000000530,"idStr":"9000000000000530","authorId":9000000000000530,"name":"JoyceTobias","avatar":"https://static.tigerbbs.com/46c35ff83dd06ac0fd5a2fbfed0003e4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":615886519414952,"objectIdStr":"615886519414952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TSMC still has room on PE versus its own history, especially with AI order visibility stretching into the next couple years. That backlog and pricing power matter more than the headline high.","text":"TSMC still has room on PE versus its own history, especially with AI order visibility stretching into the next couple years. That backlog and pricing power matter more than the headline high.","html":"TSMC still has room on PE versus its own history, especially with AI order visibility stretching into the next couple years. That backlog and pricing power matter more than the headline high.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":615897627992184,"commentId":"615897627992184","gmtCreate":1791344544158,"gmtModify":1791362775465,"authorId":3479274814607757,"author":{"id":3479274814607757,"idStr":"3479274814607757","authorId":3479274814607757,"name":"snuggix","avatar":"https://static.tigerbbs.com/4ef297533aecf0ca9678e827319cd033","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":615886519414952,"objectIdStr":"615886519414952","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"VLO is exactly where I push back a bit. Cash flow still covers the dividend and buybacks fine, and the multiple is not pricing much durability at all lol","text":"VLO is exactly where I push back a bit. Cash flow still covers the dividend and buybacks fine, and the multiple is not pricing much durability at all lol","html":"VLO is exactly where I push back a bit. Cash flow still covers the dividend and buybacks fine, and the multiple is not pricing much durability at all lol","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615886519414952"}