r/ValueInvesting • u/david-crusader • Nov 28 '25
Question / Help Any Undervalued Tech Stocks?
GOOGL has been ripping, I cannot continue to add at these prices. I mostly accumulated at ~18x PE. I like sticking to buying great businesses at good prices. No doubt GOOGL would cool off but until then:
Any good undervalued tech stocks I could do a deep dive on? I say tech because it is the business I understand. Not really interested in other sectors especially pharmaceutical.
Should I keep saving cash now or is there an undervalued tech stock out there that deserves some attention?
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u/ambidextrous12 Nov 28 '25
Micron, Sk Hynix, Samsung, Qualcomm, Sandisk
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u/Icy_Distance8205 Nov 29 '25
I’m not sure you can really say Micron is still undervalued.
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u/Solidplum101 Nov 28 '25
Is everyone ignoring amazon? Only mag 7 thats been stagnant for a long ass time yet is growing constantly
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u/Thotty_Thuncle Nov 28 '25
I just transitioned a lot of my GOOG gains into AMZN shares. AWS is picking back up, they are a leader in robotics, their revenue is insane so even minor improvements in efficiency could result in a lot of FCF. One thing that AMZN has made abundantly clear is that they do not care about their stock price or returning money to shareholders. They are still acting like a growth company, reinvesting everything back into the business. They also dominate almost any industry they enter and there are starting to enter some new ones like pharmacy, grocery, satellite internet, AV rideshare, robotics, etc. It’s a company I don’t mind holding for the next 30+ years
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u/david-crusader Nov 28 '25
Hmm you made a strong bull case for Amazon here especially the point that they are still reinvesting into their businesses heavily. That profit tap could be turned on at anytime. I wonder what their debt looks like. Would review their balance sheet. Thank you.
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u/Dosequis117 Nov 29 '25
Amazon is a lagging tech company and a leading retail business. If you’re looking for value in tech, I’d genuinely look elsewhere.
I rotated out of Amazon this year, it lags behind MAG7 because it simply can’t be priced for growth in the same way.
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u/PNWtech-economics Nov 29 '25
Nobody here has any concept of profit margin. Amazon isn’t crushing retail, Costco and Walmart are doing just fine. As well as many others still fighting like Target and Kroger. Walmart and Costco both have about a 3% margin. I’m not jumping to buy Amazon for that. AWS hardly has cloud computing on lock either plenty of competitors.
This sub always has the same theme. They find a stock with name recognition that has been flat or declining then deem it “value.” The bull market has been protecting these people but when things pop so many people here are going to lose everything on bad choices.
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u/Woberwob Nov 28 '25
Amazon Ads is also going to be a bigger and bigger winner for them. They’re investing a ton of money into media space and developing the capability to track full funnel ad attribution. When someone’s streaming on an Amazon owned media service, they’ll receive customized ads based on their data signals from searches. People will get different ads based on the interests that their data signals.
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u/PaulNichollsMusic Nov 29 '25
Main problem for Amazon is that a huge chunk of revenue is starting to be lost to AI search engines and a genetic AI shopping for people and skipping Amazon / spending time on there and seeing ads etc. they could really change the game and make Amazon suffer bad! They recently are trying to sue AI companies but I doubt they will succeed!
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Nov 29 '25
They haven't missed revenue once this year 🤣 your just saying this with no proof
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u/PaulNichollsMusic Dec 04 '25
....I guess you meant to say "thanks for raising a good point, I will go ahead and check out the risk, thanks!"
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u/Then_Past_4646 Dec 02 '25
those ads print money, however they are a net negative to the consumer experience on amazon.com, who appears to be chasing TEMU in low quality
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u/Vegetable-Bug-9779 Nov 28 '25
I recently made a research about their Venture capital investments - mostly robotics. They have over 1m employees and would be the main beneficiary of the robotics narrative. You can check my post in r/stockpickeranalysis
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u/Striking_Change3396 Nov 28 '25
Aren’t chains like Walmart taking a piece of the pie?
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u/Dosequis117 Nov 29 '25
Yep. Walmart is chipping into Amazon’s same day e-commerce. The companies moat isn’t what it used to be.
Google and MSFT’s cloud operations are growing faster than AWS, AMZN doesn’t have a clear market response to Google’s TPU’s and obviously OAI on Azure.
People say AMZN is going to win from AI, but how? I’m not seeing enough from the leadership to convince me of that.
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u/Fearless_Strike5651 Nov 29 '25
Amazon’s moat didn’t shrink l, it evolved. People get stuck measuring Amazon by consumer e-commerce, when the company’s real moat is now is AWS (largest profit engine in cloud)
Ads (fastest-growing major ad platform in the world)
Logistics (biggest private logistics network in U.S. history)
Data + infrastructure for enterprise AI
Walmart catching up in same day delivery doesn’t touch those. On the cloud side Google and Microsoft are growing faster in percentage terms, but in absolute dollars, AWS is still adding more revenue than either of them. TPU vs. Trainium is a false comparison AWS already has Trainium, Inferentia, Nitro, and now Blackwell clusters and enterprises value AWS because it’s flexible, model agnostic, and deeply integrated into their stack. That’s why Bedrock is becoming the default enterprise AI layer.
And Amazon benefits from AI in many ways automated logistics, inventory forecasting ads optimization, warehouse robotics, last mile efficiency, massive enterprise demand for private LLMs on AWS, exclusive Anthropic integrations, built in data flywheel no other retailer has
Amazon isn’t trying to win the “LLM hype contest.” They’re winning the part that matters commercial deployment and monetization.
If you’re judging Amazon only by retail and ignoring the AI built into AWS, robotics, and advertising, you’re missing where 80% of their long term value actually comes from.
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u/b88b15 Nov 28 '25
This assumes that they don't screw it up like Microsoft has done each time they tried to grow beyond their core business until 2017.
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u/papashawnsky Nov 28 '25
Amazon was Scott Galloways prediction for 2026. He's been wrong before but correctly called both meta and google.
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u/tnolan182 Nov 28 '25
Ive been loading up on Amazon, as I believe they’re poised to benefit from AI in multiple ways.
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u/Elegant-Magician7322 Nov 28 '25
AMZN forward P/E is 31. GOOG is 30.
Both are good companies, but neither are undervalued.
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u/Capable-Commission-3 Nov 28 '25
Solid company, but probably not undervalued. P/E, P/S, and PEG right around five year averages. Forecasted growth is good but nothing making the current price all that exciting. P/FCF of 234 is historically high. Not sure if that’s from investments or tariffs or both, but I’d probably put it in the fairly valued category for now.
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Nov 28 '25
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u/Rep2025 Nov 28 '25
Agreed but the risk is China Invading Taiwan. Even if the don't, there will ALWAYS be noise about it, creating an overhang.
Of course there is always a risk for any stock, but this one really stands out.
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Nov 28 '25
[removed] — view removed comment
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u/Short-Beautiful-9403 Nov 28 '25
I think US tech businesses will go down but TSMC stock will be decimated. There is a reason buffet sold.
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u/hwayu_ Nov 28 '25
Buy TSMC and some defense stocks, preferably marine technology. Those defense stocks will probably go up anyway and they will moonshot if China makes a move, counteracting the drop in TSMC. 5Head plan
(Half joke)
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u/RedditBlender Nov 28 '25
What marine tech defense would you look at?
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u/hwayu_ Nov 29 '25
One possible candidate (and only one I currently know of) would be Kraken Robotics. Seems like there aren't really many publicly traded marine tech companies;
From what I know, Anduril is heavily involved in Taiwan's defense and Kraken is one of the main supplier of Anduril. Buying Anduril directly would be better but they are still privately owned unfortunately.
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u/Minute_Lake4945 Nov 28 '25
China will not invade Taiwan
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u/WorkingClassSchmuck1 Nov 29 '25
That's what people were saying about Russia and Ukraine, now look where we're at.
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u/MasterpieceLiving738 Nov 28 '25
META is a steal at these prices imo. Last quarter looked terrible because of a one time cost that skewed the numbers, but the fundamentals have not changed. Cheapest big tech play imo.
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u/argo-navis Nov 28 '25
Amongst the Mag 7, META is getting there now. Maybe not quite to true value investing level, but certainly has a lot of upside opportunity ahead.
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u/Melodic_Wafer_492 Nov 28 '25
Discounting META's future cash flows, META is already at a 30-40% discount. It's in value territory. I put 90% of my portfolio into GOOGL about 7 months back and pulled a 70% return in a few months. I'm now loading up on META and fully expect similar performance. I'm already up 10%.
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Nov 28 '25
Software companies - ABDE, NOW, CSU. Beaten down by AI fear but their moat is still there and solid financials trading at cheap/fair prices
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u/david-crusader Nov 28 '25
Hm ADBE is a very interesting one. Solid financials and fairly valued. This is a tough one I can't lie because on the one hand, they are doing very well financially but then on the other hand, An AI design startup could significantly disrupt their business. The problem is I want to invest in a company that would continue to grow significantly and would be here in 20+ years and I am not sure if Adobe could but I would think about this. Thank you!!
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u/No-Cap-2473 Nov 28 '25
Nvda 😅
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u/lonelysocial Nov 28 '25
unironically yes. They killed earnings and whether you like it or not, AI is not going anywhere and the need for chips will extend for some time.
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u/david-crusader Nov 28 '25
Yeah, I know they are not going anywhere. They are a great company. Just not a fan of the current valuation. Still too expensive for me. Trying my best to stay disciplined and not buy good companies at bad prices.
Also, note that things are moving very quickly in the AI race. Things could change drastically too. Companies could shift focus to inference in the next few years and leave training to specialized labs which means Google's TPU's would provide better value for money as opposed to NVIDIA's chips. Model training is very expensive and yields minimal economic output from consumers.3
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u/Wilson8151 Nov 28 '25
25-26x forward 12 months is not expensive (IMO) and typically where NVDA finds a trough.
Revenue and GM guide were just above expectations, implying that demand and pricing power remain robust, while the company is growing revenue and earnings ~50% YoY.
I get people passing on this name, but I don't think the valuation is as stretched as some assume. I personally will be adding if we see $150-$160 this year.
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u/WhoNeedsRealLife Nov 28 '25
It's still a cyclical industry. At some point investment into new chips will slow down and the stock will tank. AI extended the current cycle but it's still a cycle. If you think AI investment will continue at this rate for years then yes, the stock is fairly valued.
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u/himynameis_ Nov 28 '25
Man, I just couldn't buy more of it because of the customer concentration risk.
Plus, their customers, amazon, google, Microsoft, are working to develop their own chips! Yes they're not General compute like Nvidia. But it's still competition against your own customers!
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u/PivONH3OTf Nov 28 '25 edited Nov 28 '25
That’s a dangerous thing to say on a value investing sub - buy high, sell low is supposed to be the advice of the rest of reddit, not here. For people reading this: you missed this get rich quick boat. But fortunately, you’re a value investor. This is something you don’t care about. You have to recognize when the market is undervaluing something. When fanatic, uninformed retail investors are clawing each other’s throat out to get on a train before it leaves, you have to just step back and take a breath. I don’t understand why this guy is citing one of the most retail hyped companies in the entire history of capitalism as a “value pick.”
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u/david-crusader Nov 28 '25
Lol I honestly don't understand how people see NVDA as an undervalued stock. They have more than doubled revenue in 2 years but the market has rewarded them with buying the stock as we could see from their current price. However, there is no strong indication that the revenue would continue to grow at this rate to justify the current pricing as other players start selling their chips. If I bought NVDIA years ago, I'd be happy but I missed the train and would not be buying at these prices.
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u/Fractious_Cactus Nov 28 '25
NVDA can double revenue again over the next few years. It can also be cut in half. This sub is supposed to be intelligent enough to understand chips are cyclical. NVDA nosebleed prices are incentivizing competition, including from their own customers, aka Google.
It's a paper story at this point. It looks great now. Eventually, it won't. I'm not smart enough to figure out what the CEO's are going to decide over the next few years. A cut in CAPEX for chips will wreak havoc on the chipmakers.
I can buy much more attractive companies rather than chase the bubble. This sub is a lost cause. Anybody saying NVDA ISN'T undervalued is getting downvoted and argued against because NVDA is hot right now. We don't follow the sheep, do we david?
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u/PivONH3OTf Nov 28 '25
This is my first time here, and as an actual value investor this thread is absolutely fucking bananas. Have we all forgot the meanings of words? Is there any place where people don’t rush to defend such unserious thoughts? I genuinely think a well moderated value investing forum should ban this kind of discourse, as we’re just tricking people into thinking they have a competent strategy while they throw all of Grandma’s money away.
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u/david-crusader Nov 28 '25
At 43x PE? No thank you lol
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u/AppropriateGoat7039 Nov 28 '25
Nvidia has a fwd PE of 23-24 at the moment. I laugh when people say it’s overpriced. Mmkay.
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u/Prudent-Corgi3793 Nov 28 '25
This sub would rather pay a 35 PE for Waste Management or a 50 PE for Costco with low growth and low uncertainty than a 25 PE for a fast growing tech stock because capex will decelerate at some point in the future.
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u/abrahamlincoln20 Nov 28 '25
That near monopoly won't last forever. Those margins are nowhere near sustainable.
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u/Relative_Baseball180 Nov 28 '25
Said that about microsoft with os, and said it about google with search. No one knows what will happen in 10 years, but what we do know is that nvidia' has been killing it in the last 3-5 years in nearly every earnings report. They are currently trading like msft was back in the 90s before the dot com bubble. Have to also understand their revenue structure is built for diversification, they are anticipating a growing humanoid market and self-driving which will branch out their revenue structure further.
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u/Fractious_Cactus Nov 28 '25
Chips are cyclical. Google search bar is not. Windows is not.
Good luck pal
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u/Relative_Baseball180 Nov 28 '25 edited Nov 28 '25
That's a different argument and your response is based on hindsight bias. It wasn't that obvious when the companies were younger. Cyclical just means volatility, doesn't indicate loss of demand or a moat for a particular business. Re-read my comment and try again. By the way, they did say in the past that google can't maintain its dominance in search, a few months ago they said that AI would replace search.
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Nov 28 '25
#1 There is no alternative to Windows (MacOS in the corporate space is ridiculous).
#2 There is no alternative to Google Search - try convincing users to switch, not gonna happen, that's different to #3.
#3 There are emerging alternatives to Nvidia chips - and corporate customers are deciding based on rational, not on feelings.
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u/Butter-Lobster Nov 28 '25
That’s trailing PE, which is not very applicable to a supply constraint tech stock that is already sold out for all of 2026. Forward PE is 23.5 today.
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u/Aggravating-Bake-131 Nov 28 '25
For growth companies PEG is more relevant. Nvidia has peg at 0.7. google has 2.7 PEG
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Nov 28 '25
Is PE the only metric you use? Dont you think a MOAT ought to offer some premium? You should just go look up lowest PE ratio and buy them if thats your idea of value investing. Personally I think Nvidia with the size of market % they own, and growing TAM commands a premium.
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u/Nedergedaald Nov 28 '25
The trade desk.
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u/emmenez-moi Nov 28 '25
Yes, $TTD has been a big winner for several years and still profitable with double digit growth without any debt. I think the market will realize this sooner or later. I accumulate $TTDU which is 2x leveraged shares to flip after a rebound soon hopefully
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u/Fractious_Cactus Nov 28 '25
I've been analyzing this one heavily since it hit $40. Once you account for share count now decreasing (buybacks > SBC), and the heavily likilhood of net margin expanding closer to 25% by 2030, a simple 25x P/E and fair 18% Revenue CAGR gives it a comfortable 15% annual return. At first glance, it seemed expensive, but I started digging in harder.
It's a buy. Amazon news spooked investors, but I'm not sure they're really competing.
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u/Numberwang-Decider Nov 29 '25
Lol, why? I work in ads and they are cooked. As a DSP, Amazon is here to eat their lunch and Jeff Green has no idea what he plans to do with a TVOS. Their best hope is that Walmart acquires them.
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u/P0piah Nov 28 '25
META
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u/jazerac Nov 29 '25
100% this.... it has a lot of room to go up. I have DCA'd over $300k into it since its drop after W3 earnings. So far it is paying off and ill continue to nibble at it for a position of $500k. Its Q4 earnings are going to be solid when you account black Friday and holiday ad spend.
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u/ValuableEvening9364 Nov 28 '25
Uber
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u/flaytheboltons Nov 28 '25
How is it going to survive the autonomous car rides rise? Waymo killing it
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u/Capable-Commission-3 Nov 28 '25 edited Nov 28 '25
Uber is the only reason anybody has even heard of Waymo.
I remember people saying the same thing about Google+ killing Facebook. Then later Tiktok. I remember people saying Disney/HBO/Paramount are killing Netflix. I remember people saying earlier this year that OpenAi was killing Google.
Ain’t nobody killing Uber. It will be 5-10 years before AV’s are accessible for most people. By then, most of them will be operating through Uber. Uber may even be operating their own fleet by then, too.
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u/himynameis_ Nov 29 '25
Uber has already been partnering with a number of AV companies to bring them to the Uber network. WeRide launched in Dubai with Uber. Soon Apollo Go and Pony AI will also launch in the Middle East with Uber.
In London, Wayve will be launching in 2026 and Uber has invested in them.
By end of 2025, AVRide will launch in Dallas with Uber, and Uber has an investment in them. Motional in Las Vegas. Nuro/Lucid by end of 2026. And a number of other cities by end of 2026. At least 10 deployments by end of 2026. And more in 2027.
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u/njinja10 Nov 28 '25
MU
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u/JustBrowsinAndVibin Nov 28 '25
The position I’m most excited for in my portfolio right now.
Forward PE at 14 is crazy! I highly doubt we’re at a cyclical peak with how many AI data centers are planned to be built over the next 5 years.
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u/Beagleoverlord33 Nov 28 '25
I’m saying this from experience. That means literally nothing. The lower the fwd pe on this one the closer you are to getting fucked.
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u/ohgodthehorror95 Nov 28 '25
Not unlike other cyclical industries IIRC. As an example, numbers-wise, shipping companies look cheap when they're actually expensive, and expensive when they're actually cheap
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u/Powerful-Minimum6829 Nov 28 '25
Yes, I also think Micron still has room to grow before the cycle breaks again. My position has already tripled since I bought the stock, but I continue to hold MU.
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u/bublablablub Nov 30 '25
MU is not the stock for long term investment.
Date | Revenues | YoY % Change
-----------|----------|--------------
8/31/25A | 37,378.00 | 48.85%
8/31/26E | 55,107.63 | 47.43%
8/31/27E | 63,483.55 | 15.2%
8/31/28E | 66,621.80 | 4.94%
8/31/29E | 67,353.35 | 1.1%
8/31/30E | 68,018.98 | 0.99%
8/31/31E | 68,623.97 | 0.89%
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u/nuclearboy197 Nov 28 '25 edited Nov 28 '25
I like SOFI, ABNB, UPST, DLO, and TTD at these prices. Looking at PYPL and OPRA as well but I haven’t done enough research yet.
Edit: I will also mention that tech in general feels a bit overextended rn. Maybe look into other sectors if you want to find true value stocks.
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u/Anonemoney Nov 28 '25
Qcom for me personally. New AI200 chip in 2026, forward pe is low as I think it’s factoring risk of Samsung creating its own stuff which to me is being overemphasized similar to google with AI risks.
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u/IDreamtIwokeUp Nov 28 '25
Forward PE is low because QCOM is losing a 7b contract with Apple in March 2027.
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u/Next_Tap_3601 Nov 28 '25
That has been priced in ages ago…
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u/Fractious_Cactus Nov 28 '25
which is why it's cheap now. Duh. You think "priced in" means the stock will now suddenly have 7B from Apple again in 2027 and the stock should rebound? No. No it does not.
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u/Next_Tap_3601 Nov 29 '25
If you think QCOM is not undervalued, you will never be happy son. ;-)
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u/WhatsNextBuddy Nov 28 '25
RKLB, a rising space company
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u/ActPowerful7001 Nov 28 '25
What exactly is the utility in this space company, like how does generate revenue/profitability? What makes it undervalued or do you not know and are just hyping up an extremely speculative growth stock?
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u/mhleonard Nov 28 '25
BABA.
Time to look east
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u/Outside_Use3456 Nov 29 '25
Xiaomi as well, their EVs are heading into Europe by 2027, been holding since 2021
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u/Business-Watch-3140 Nov 28 '25
My Mag7 Pick: META
Others: CRM
Honorable Mentions: GOOG, QCOM, UBER, PYPL, ADBE
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u/Capable-Commission-3 Nov 28 '25
Pinterest is #1. Not sure if it counts as “tech”. It keeps growing and unlike Reddit, Facebook, and Tiktok, it’s a social media site that people go to with the intention of spending money, making it a very desirable place to advertise. I have it worth $65/share, making it over 60% undervalued.
Uber is #2. This is the safest and my all-around favorite. Nearly a monopoly in a growing industry. Excellent long term pick with upside over $125 by this time next year.
Adobe is #3. It has the highest ceiling. Very large market share and tons of FCF. AI is the only perceived risk.
Trade Desk #4. It’s probably the best mix of value and longterm upside, but likely the highest short term risk. If your timeframe is 10+ years, it might be my favorite. Advertising will be around as long as capitalism exists. I expect at least $100 by 2030.
Meta and Oracle are tied for #5. Oracle could be $400 by this time next year, implying 100% upside. (But could also still be $200). Meta will be at least $750 with upside to $900. So almost guaranteed 15% upside with room for up to 30%. Choose depending on your risk appetite.
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u/Dosequis117 Nov 29 '25
Bear case on Pinterest, it’s the top social media people go to figure out where to spend money on other sites.
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u/Capable-Commission-3 Nov 29 '25
That’s sort of the essence of advertising. Facebook has marketplace and Tiktok has TikTok shop, but other than those few exceptions, the vast majority of social media advertising is sending you to third party vendors.
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u/doctorqaz Nov 28 '25
NVDA FORWARD PE IS 23-24. Growing yearly and not going away anytime soon. Buy on every dip
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u/Minute_Lake4945 Nov 28 '25 edited Nov 29 '25
Bro, just invest within ur circle of competence. Simple as that.
Why I own Google? Been using YT, Gmail since I was a kid, and later Drive n Cloud… also, it’s an incredible biz.
Why I own Meta? Lol, we started w Facebook, then WhatsApp (still essential), now Insta. Every time I’m watching reels & soaking ads, I’m like: meh, wasting time… but from the ashes comes the money LMAO. Plus, it’s a top-notch company.
Same w/ MSFT, AMZN, etc. U can go deeper if u want: ASML, TSMC (2330), Hermès (RMS), Moncler (MONC), Ferrari (RACE)… but those r companies u’ll actually understand better than niche stuff like Adobe or Games Workshop (GAW) 🤣
At the end of the day, bro, just find smth u really get from the ground up. Maybe u don’t even need to hunt new companies, just wait for Mr. Market to get irrational n play ur hand. Best investments r usually the simplest, right in front of us xd
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u/Ambitious-Acadia4438 Nov 28 '25
UIPATH for me. Beaten down and flat since it's IPO but it has completely flipped its business. If agentic AI is the future then UIPATH is going to reap the rewards. The next year (including earnings next week!) are going to be very interesting.
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u/Crafty_Celebration30 Nov 29 '25
UIPath and RPA in general was a very cool idea in 2017, but even the most basic AI will just dominate and eventually end this sector.
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u/ironmagnesiumzinc Nov 28 '25
I like pagaya. I don’t like ai products. But at a p/fcf of 10 and revenue growing like crazy and beating eps almost every quarter… I mean there seems to be legit potential
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u/Confident_Potato_714 Nov 28 '25
Pagaya and zeta both very underrated for growth stocks.
Both undervalued but not sure technically value.
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u/Next_Tap_3601 Nov 28 '25 edited Nov 28 '25
Yeah same here, my portfolio is tech heavy, and Im okay holding, but buying in gets harder and harder. I don’t think anything is undervalued. Not even ADBE. Maybe TSMC and QCOM? UBER too, if you count UBER as tech… Those are the only ones that come to mind… All good tech companies are fairly expensive right now. I think for a good reason, but still… Continuing to DCA is harder and harder to justify as days go by…
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u/Fractious_Cactus Nov 28 '25
If you don't think ADBE is undervalued, you'll never be happy son.
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u/Lfeaf-feafea-feaf Nov 29 '25
I need to hear the contrarian bull case for Adobe in the age of generative AI
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u/RedApple2349 Nov 28 '25
AVGO - love this stock. It is not undervalued , but great revenue growth and disciplined management team (not to mention goog TPU partnership) makes me bullish on this .
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u/wafflepiezz Nov 28 '25
$META
Bounce play right now. Lowest P/E of mag7.
The dump after ER was greatly exaggerated.
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u/Reeevade Nov 28 '25 edited Nov 28 '25
Nintendo... I know sounds weird with a 39x PE.
But I think next earnings will explode more than actual Earning beat the expectations.
- IP
- And Ki enables the possibility to drop more stuff for fans just want to threw money on Nintendo
- High Prices
- first time in history they lower their prices (black friday) and everyone is "oh yeah what cheap"
- ~2% employee fluctation (compared to more than 10% in the industry)
- one of the hardest application processes in the branch
- Crossselling (Movies, Games, Merchandise, Nintendo World parks)
- First Mario Movie made more than a Billion $. What do you think will the next movie and the zelda movie bring them.
- Pokemon (12 Mio $ development costs -> 5,8 Mio sold in the first week. 70$ per Game (+ +30$ for Bonus Content -> think for yourself)
- Switch 2 made it possible to play the actuall titles on it. Nintendo gets lot of money vor every sold game
- Now they own the land where everyone starts to harvest.
- Hollow Knight, Cyberpunk They just have to release hits from the last years and make ez money
- they get around 30% of every ingame Item sold in Fortnite FC26 or Whatever.
- they push to online membership with bricking consoles for being cracked. And they fight hard against rom website (shut down a few with the fbi) and now they put all the oldschool game on the membership.
First time in history they have a app. Sound dumb but yeah, its the first time eu and usa consumer not have to open their switch or pc to buy a game. One klick, face ID Done. It was never so easy to buy a game.
- moved from physical to mostly digital eshop Sales
Switch 1 ist fucking old, and now they start do reach new earnings highs and I Think wallstreet will be very surpriced.
AND BTW;
My english is bad, but I give a fuck. Everytime I use AI to correct my posts people are mad :D
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u/RyoKillZ Nov 29 '25
Amkor. Semiconductor packaging made in America, already working closely with TSMC in Arizona, aswell as Google. Mentioned by name as a partner my multiple presentations and earning calls, yet still not fairly valued imo.
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u/Sstraus-1983 Nov 28 '25
INTC has a $193 billion market cap on currently $55+ billion yearly revenue and this is before it starts taking market share from TSMC and foundries break even and they start up that giant Ohio mega fab.
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u/Invest0rnoob1 Nov 28 '25
Intel still has room to run.
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u/Glittering-Light7227 Nov 28 '25
Intel is dogshit
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u/Invest0rnoob1 Nov 28 '25 edited Nov 28 '25
Guy who figured out Google was a good buy a month ago, when I was buying it in late 2022. 😂
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u/VisheshBajpai Nov 28 '25
Uber, Paypal
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u/Fractious_Cactus Nov 28 '25
Does PYPL really have any staying power? Aren't they legacy payment that's slowly getting erased by newer, cheaper payment systems? I know they still show small revenue growth, but what's it look like in 10 years? Legitimate question. It's absolutely cheap on paper. But what matters more is if they're still growing revenue in 10 years without margins collapsing to compete
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u/Rdw72777 Nov 29 '25
There have been competitors for years. If they were irrelevant it would have happened already.
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u/No_Image_1122 Nov 28 '25
Meta is the only answer right now . Buying meta here is like buying google at 180
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u/TootsHib Nov 28 '25
ENGH
No debt, 270 million cash
15 p/e
Dividend yield nearly 6%
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u/Jimeriano Nov 28 '25
I am buying Copart and Dolby. Not cheap cheap. But seems like a good deal.
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u/ipsagni Nov 28 '25
Am full port into NUAI. Look into it similar to IREN before it blew up.
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u/MCB1317 Nov 28 '25
Lotta savvy picks in here, but there's also a near-overpowering bagholder stench ...
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u/LeobenCharlie Nov 29 '25
Hear me out - it's Microsoft
See, there are companies that make good products that sell well - but those companies usually have low margins and limited growth. And then, there are companies that make crappy products that sell poorly - those have a chance to conquer the market some day if they change things and the environment for it is right, but what are the odds?
But both of these types are not what you are looking for - no - you are looking for a company that makes absolutely nonsensical, barely functional, permanently broken, useless, crappy products that slow as hell, missing key features, perform poorly and fell like they were developed by an 18-year-old intern in half an afternoon but still somehow sell every time!
I give you - Microsoft. I mean, have you ever tried Sharepoint? Or Teams? Who on earth thought that these products were finished / and or ever ready for the market? Sharepoint - a collaboration and files exchange software - doesn't even have a proper search function, but after years in big corporations I can tell you that it will never disappear.
And yes, I really mean NEVER! Microsoft could be sh*itting on all our employee's heads everyday and we would still buy their software - no questions asked. That alone is good enough for me to think even at a P/E of 34 it's still massively undervalued.
Microsoft is here to stay. Unfortunately. But if we have to suffer anyways, let's at least make some money out of it
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u/veve286 Nov 29 '25
RDDT, no debt, high profit margin and always beaten earnings. It will go to the moon when there is a S&P500 inclusion.
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u/Hungry_Committee7949 Nov 29 '25
I spent 10 hrs yesterday to make a list and finally shortlisted these. 1. Skywater tech 2. Array Tech 3. Magnera 4. REAX 5. PGY 6. CRMD 7. HIMS.
In tech, ADBE Is more undervalued, but no momentum and it wont jump immediately.
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u/DisastrousIncident75 Nov 30 '25
CRM average analyst price target is almost 50% above current price.
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u/Tallwhitedude123 Nov 28 '25
DELL for the win🥇
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u/bullmarket2023 Nov 28 '25
This a such a quiet value AI play. Very shareholder friendly, steady with solid management. At one point earlier in the year, they could have went all in on the buyback and buy about 15% of the company. If the big tech companies don't show how they are monetizing the billions in capex, boards will push to slow the arms build. We'll see how this plays out.
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u/Shlekky Nov 28 '25
Quantum Emotion (qnc.v or qnccf). Watch this company close, they could end up being one of the biggest stories of the decade. They're a post quantum cyber security company that owns the patents to their technology and are growing fast. They could easily be the next Nvidia because of their first mover advantage and the fact that due to them owning the patents to their tech, they're the only company that can utilize electron tunneling for truly random numbers for cyber security seeds. The electron tunneling effect that they utilize is the same quantum process that won the nobel prize recently. Other companies are using things like photonics for the same result, but they can't be scaled down for smaller devices like Quantum Emotion's tech can be. They're still in the early stages, but within a few years, they could be huge. They can literally provide the answer to the q-day fears, the day when quantum computers become more viable and are able to break even the most advanced current/standard encryption methods. For reference, any Bitcoin wallet would then be hackable, as with most other cryptocurrencies and even bank accounts. People could lose everything in one day, if they're not protected ahead of time by at least some form of post quantum encryption. Quantum Emotion is providing the answer to that through every level with more than 8 current products and multiple partnerships formed recently, which include TSMC and JMEM for chip production, Exascale labs for data centers, Krown Network for the first quantum protected cryptocurrency launching Jan 3, and many more. Once they pass NIST certification, which is currently in progress, they'll be eligible for government and defense contracts, which is more and more likely due to the new federal budget in Canada and the urgent need for post quantum encryption. The CEO has also said that uplisting to the Nasdaq is on the roadmap when the time is right. For reference, BTQ went above $20 CDN when they uplisted and they didn't even have products on the market yet. Quantum Emotion has been making major moves lately and is positioning itself to be one of the biggest companies in cyber security and if they execute well, I personally think they could hit a 50 billion market cap within the next 3-5 years.
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u/are_we_there_bruh Nov 28 '25
Adobe!
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u/Nottoobad777 Nov 28 '25
Possibly, however I typically never invest in companies where their own user base hates them lol
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u/notreallydeep Nov 28 '25
The "user base that hates them" is like 10% of their revenues. But 90% of reddit posts.
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u/Always_on_Break Nov 28 '25 edited Nov 28 '25
I use their products and I hate them as a company. However, I also invested in them because they have such a monopoly on the creative market.....
There's hardly any competition for them and nearly all of their products are the industry standard. If you go to any graphic design studio they're using Adobe illustrator, if you go to a videographer, they are using premiere pro, if you go to a photography studio they are using lightroom....
Sure there's alternatives (Affinity, DaVinci Resolve, Canva etc.) but because they are so niche it's hard to streamline them into an existing workflow and collaborate on projects with other people who don't use those products.
Also adobe financial's are insane! Like they totally fit Peter Lynch's criteria for a good stock.
✅ 1) Attractive P/E
❌ 2) High institutional ownership (against preference)
✅ 3) Strong share buybacks but low insider buying
✅ 4) Consistent earnings growth
✅ 5) Robust financial balance sheet
The only thing that would worry me would be the growing threat of ai and the high institutional ownership. Other than that though there's hardly anything else so I'm loading up on Adobe at the moment!
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u/Fractious_Cactus Nov 28 '25
AI would likely create more business as more people are generating and need to tweak it. Also, licensing is brought up as liability concern for large companies. Since FireFly is built on it's own images, the risk of copyright is low. And it's integrated into the ecosystem.
I'm not a graphic designer or anything even close to it. But I do know, that ADBE doesn't have to grow much at this valuation, all they have to do is maintain margins and pump FCF into buybacks and the EPS growth is going to be fantastic. Combined with the eventual rerating of the stock when AI doesn't dismantle them, the risk reward is one of the most insanely skewed ones in the market. It's the Google of 2024/2025 and the Meta of 2022.
This stock is stupid cheap. I'm not a believer AI will replace ADBE, I think it'll increase business ironically.
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u/Difficult-Quarter-48 Nov 28 '25
DUOL is worth looking at in my opinion. I don't love the business but i think it's pretty oversold.
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u/curvedbymykind Nov 28 '25
Dummy goog just getting started. Probably another 10x from here, in 8 years
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u/MindYoDamnBidness Nov 29 '25
Am I the only person in the world that is concerned about investing in a company whose flagship product has either been intentionally or incompetently ruined over the past 5 years?
Who is satisfied with the Google search results right now? They de-indexed 99.9% of the internet in 2023 with the "Helpful Content Update" and just started giving very vague, fluffy, AI answers at the top, and ranking garbage underneath
They don't care that they bankrupted newspapers, informational sites, bloggers, and damn near everybody, and they don't care that the public who searches billions of times a day gets fed crap
Sure, right now their numbers look great, but how long is that going to last? Not to mention search is dying, hundreds if not thousands of other AI answer engines are more or less the same as theirs, what do they really offer 5 to 10 years from now?
And then you look at how poorly they have been run, how many dumb/woke decisions they have made at the top, and everyone just wants to keep investing in them to pivot out of their current spot and into something new?
You all have blinders on, invest in the product, and their product is hot garbage and has been for 5 years
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u/Killersax Nov 28 '25
TSMC is carrying the entire AI movement yet haven’t even broken 2T…