Most companies, even non-tech that doesn't do circular financing, are pretty profitable (most increasingly so) and aren't going to get destroyed just because of a 0.25% increase in rates. And this is evident if you consider that: * Some companies (*cough* Microsoft *cough*) even make more money on their cash than on their debts. * Some others have diversified globally (e.g. a bunch of REITs are building in other continents) and take less of a hit from US(D) issues. * For the bigger companies, the TTM/PE is in the mid-20s and F/PE is in the mid-10s * There's no reason to go with bonds/treasuries right now since the next rate raises (which seem to have already been decided) will hit the price of these instruments faster and harder than the interest you'll lose for the 1-2 months you're not invested.

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yet some are still undervalued on a TTM PE

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If we're doing 99 blow off top im sorting by EPS gain TTM and buying hyperscaler downstream cash flow

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NBIS is expected to do $25B in annual revenue/ARR by 2028. If the stock literally didn't move between now and then, it'd be trading at only 2x sales. Today, NBIS trades at roughly 42x TTM sales. If it maintained that same multiple on $25B of revenue, you're talking about roughly a $1T market cap, or $4,000/share. Obviously, expecting a 40x+ sales multiple in 2028 is extremely aggressive. But you don't need anything close to that for the upside to be huge. At 10x sales on $25B, you're looking at a $250B market cap, or roughly $900/share before accounting for dilution. As a bonus, NBIS is also expected to be GAAP profitable in 2028. How tf do you not full port this??? Lmfao

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