When I value AI stocks, I focus more on multi-year AI capex trends, demand visibility, and free cash flow quality rather than just P/E ratios. I also separate “picks-and-shovels” like $Taiwan Semiconductor Manufacturing(TSM)$ and $Broadcom(AVGO)$ from more competitive compute names like AMD.
If I had to choose, I’d favor NVDA and TSMC for resilience, with AVGO as a steady compounder. I’d stay tactical on MU and cautious on INTC. Overall, AI still looks like a mid-cycle growth story, not a late-stage peak.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- KittyTigress·06-10 21:07TOPTo me, there are multiple layers to the entire AI stack and within each layer, many names to consider. I still can’t be sure who will come ahead as real winners so I am laying hands on some and see.1Report
- fishhhh·06-09 19:02TOPNgl MU is where people get trapped in the cycle. I’m with you on NVDA and TSM — INTC is the one I still can’t underwrite1Report
- 1PC·06-09 23:36TOPNice Sharing 😁 @JC888 @Barcode @Aqa @DiAngel @koolgal @Shernice軒嬣 20001Report