What's the Direction of Tech Stocks?
Hello everyone! Today i want share some trading ideas with you!
1.
$Alphabet(GOOG)$ in Jan 2016:
• $36/share
• 22x NTM earnings
$Alphabet(GOOG)$ today:
• $146/share
• 16x NTM earnings
LLMs might dent search -- but what’s being discounted is how much Google dominates the next phase: infrastructure, agents & cybersecurity.
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2.
Here are the names I believe are most oversold & offer the highest risk-reward if we get a near-term bounce 👇🏼
• $Advanced Micro Devices(AMD)$
• $Taiwan Semiconductor Manufacturing(TSM)$
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