分享的观点图
Let's Talk Money! with Joseph Hogue, CFA 2026年11月1日：SMCI、FTNT、NOW
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更多分享图If this AI stock selloff doesn't become a bear market, I think it's clear that we get even higher than that, maybe 45 or $50 over the next year.
For this kind of growth and that longer-term AI cyber security story, I think you can start accumulating shares at this point. I wouldn't wait too long to start adding to it.
Even a rebound to 40 times that $4 in earnings would be a $160 stock, 52% upside. I think the stock goes a lot further than that over the next 3 to 5 years as it builds out that agentic use case.
The growth will continue to be there, and I'd be buying if we see anything closer to $150 a share. I'd probably avoid it going into earnings.
