Fateful 8 = New Mag 7: Nvidia, Broadcom, Microsoft & Google Stocks In Focus
MRKT Matrix
Skepticism in Stock Valuations and Market Dynamics
This chapter delves into PEG ratios and their significance for assessing stock valuations, especially among tech firms. It critiques the reliability of total addressable market forecasts while comparing the stock performance of AMD to Nvidia, taking note of the familial ties between their CEOs and market reactions to AMD's growth.
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