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Micron Technology Inc. (MU $461.73)
- $461.73 P/E (TTM): 42.0X Cap: $519.63B
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Micron Technology Inc. (MU $461.73)
- $461.73 P/E (TTM): 42.0X Cap: $519.63B
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Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?
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Alphabet Inc. (GOOG $306.30)
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Micron Technology Inc. (MU $461.73)
- $461.73 P/E (TTM): 42.0X Cap: $519.63B
- View MU Profile
- View Questions on MU
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NVIDIA Corporation (NVDA $180.40)
- $180.40 P/E (TTM): 37.39X Cap: $4.42T
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Celestica Inc. (CLS $376.13)
- $376.13 P/E (TTM): 37.99X Cap: $43.24B
- View CLS Profile
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Nebius Group N.V. (NBIS $118.56)
- $118.56 Cap: $28.23B
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Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
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Alphabet Inc. (GOOG $306.30)
- $306.30 P/E (TTM): 28.16X Cap: $3.76T
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Micron Technology Inc. (MU $461.73)
- $461.73 P/E (TTM): 42.0X Cap: $519.63B
- View MU Profile
- View Questions on MU
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NVIDIA Corporation (NVDA $180.40)
- $180.40 P/E (TTM): 37.39X Cap: $4.42T
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Teradyne Inc. (TER $300.07)
- $300.07 P/E (TTM): 85.96X Cap: $46.97B
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Nebius Group N.V. (NBIS $118.56)
- $118.56 Cap: $28.23B
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Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.
Which tech stocks would you recommend to add to the current stocks?
Thanks, Neil
Which tech stocks would you recommend to add to the current stocks?
Thanks, Neil
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