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Mag 7 P/E Rankings Shift! Chase GOOG or Buy the Most Undervalued?
@Tiger_comments：
$Alphabet(GOOG)$ yesterday soared to a new all-time high of $302, outperforming NVDA over the past month. The market seems to be pricing GOOG as the AI application era’s big winner, with some projecting its market cap could surpass $4 trillion. Even over the next three months, some expect GOOG may continue to outperform NVDA. So far this year, GOOG has been the best-performing MAG7 stock, up 53% YTD. Meanwhile, $Tesla Motors(TSLA)$ , $Meta Platforms, Inc.(META)$ , and $Amazon.com(AMZN)$ have barely moved. After this surge, forward P/E rankings have shifted — GOOG is no longer undervalued, while Meta now looks relatively cheaper. Apple’s valuation is above 90% of its historical percentile, despite limited gains this year. Other top market-cap U.S. stocks are also shining: AVGO is approaching $2 trillion, and LLY recently broke $1,000, beating many tech stocks. Looking at the bigger picture, Barclays has raised its $S&P 500(.SPX)$ year-end target to 7,400, and J.P. Morgan sees the recent U.S. market pullback — the longest losing streak since August — as a technical shakeout, offering dip-buying opportunities. “Nothing has changed fundamentally, and our thesis doesn’t rely on Fed easing — now is a good time to buy the dip.” Has Google’s rally peaked for the year? Compared to Microsoft’s 2023 surge, GOOG’s YTD gain is similarly around 50%+. Would you add more GOOG now, or is Meta a better dip-buy? Do you think the S&P 500 will reach 7,400 by year-end? Is NVDA’s forward P/E of 40 expensive or still attractive? Leave your comments to win tiger coins! Lucky tiger can win 66 tiger coins~ Each week, you stand a chance to win $5 options vouchers, options book, and extra 100 tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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