For sure. I think Google is gonna win the AI race. They have the free cash flow, so they don't have to leverage the entire value of the company against a loan to spend, like Oracle or openai etc. They also have cutout the middleman with tpus. And they e already embedded Gemini into the most widely used search engine in the world So they have the highest chance of profitablity, and it's not close. I just think all these companies are in the penalty box until they demonstrate that profit. The semis, those companies can show us the profit. They can show us the order books. The implementors, they have to demonstrate that they can use these semis to make a buck. But goog is the place to be. I'm also extremely interested in meta if it gets to 500 or lower.

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Why not? P/E and reality fundamentals went out the window a long time ago. Inflation reports? Cook the books. It's all vibes now

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I am up over 49.55% on a $160 cost basis, so your math on underperforming is already cooked. Beyond that, using trailing P/E to value a publisher at the absolute nadir of a decade long development cycle proves you do not understand how the gaming sector works. Wall Street is not buying past GAAP losses, they are pricing in the $8.0 to $8.2 billion FY2027 forward bookings guidance from the upcoming GTA VI launch. If that massive multiyear cash flow was already fully priced in, the stock would not have just popped 5% on a simple pre-order date announcement. The market is consistently bad at modeling non-linear, explosive growth, and a $45B market cap for a portfolio that owns GTA, Red Dead, NBA 2K, and Zynga is a discount compared to recent industry M&A. Edit: percentage amount.

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W h a t t h e f u c k Say it's fake please i can't tell anymore

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Why is their P/E so low?

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You would have to look at their current value and see how much rally they have left. MU's FY27 eps is $117.95. At 15x (very conservative), the price target is $1760. With shares already at $1134, there's at most another 55% rally from here. It's 2x etf return would be about 110% for estimate sake. I think a $2T market cap is at the top end for current estimates. It should reach $1.25-$1.5T by early next year if its earning projections hold. For SNDK, it's FY27 eps is expected to be $183.05 (about $27B in net profits) on revenue of just $43.48B. That's a profit margin of 62%. I'm look for a p/e of 25x for SNDK, and that would put shares up to $4,500, or about +105%. I think SNDK's market cap should be around $600-$650B by this time next year. Some analysts have pegged SNDK's FY 2028 eps at $204 already. I think 2028 will be the top in terms of this current growth trend.

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I’m looking at RMBS and SIMO, they’ve had crazy runs this past year, but nothing like MU and SNDK. P/E ratios are around 70, but forward are around 35-40. They’re one innovation or pivot away from 10xing, and worth the risk provided the shortage continues.

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Everyone wants E and S in general, and those are shiny stickers. You should want G in particular in your company, as it is what prevents the insiders from stealing your money…

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I may agree about E and S, but you absolutely want good Governance!

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In space, no one can E S G

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