PE Multiples and Inflation
6/21/2022 03:38:26 am
As we approach end-June, I wonder if it is not time to toe-dip into much beaten down semi stocks, esp. the likes of AMD, NVDA and MU. I listened to NVDA CEO talk at BAC Conference recently, and he was pretty optimistic about his company's prospects, ST and LT. It seems, even if one is wrong short term, these 3 companies will thrive long term, as they "get" all the intricacies of the new semi design paradigm, along with likely Apple Silicon. Grateful for your thoughts.
Jeff L Gerleman
7/29/2022 09:00:40 pm
Small world Raj, Mega-cap tech bear still licking my wounds late on a Friday night and looking for an echo chamber! You nailed it 6/21, now protective trailing stops? Go natural gas! LOL. Namaste!
6/21/2022 12:27:43 pm
Dan, I think it is very admirable of you to give out analysis to a lot of people like me who have been very frustrated this year. Thanks for your constant support and insight, I am a regular follower and you’ve been spot on…..
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Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund.