分享的观点图
Let's Talk Money! with Joseph Hogue, CFA 2026年11月11日：ALAB、MU、UPST
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图中的观点
更多分享图If investors come back and pay $23 per dollar of sales, Astera Labs could go up 39% from here, and it has long been a favorite of mine.
Micron is already generating a mountain of cash flow for investors, and that is one of the reasons why I would still put this on your list of stocks to look at, maybe stocks to buy.
There is more risk in Upstart, but if it continues to grow at this 30% pace, you could still see a very strong return in shares.
I'm a little hesitant on Oracle, but if investors come back and it puts financing fears behind it and gets back to five times price to sales, I think you're going to see a very good return in this stock.
