分享的观点图
Let's Talk Money! with Joseph Hogue, CFA 2026年11月8日：MU、BE、PLTR
- 观点
- 8
- 博主
- 1
- 股票判断
- 8
- 看多 / 看空
- 7 / 1
图中的观点
更多分享图Micron is still very inexpensive on a growth-adjusted basis, so it's Definitely one I would be picking up on the drop.
Even with the highest expected growth, Bloom is among the least expensive, so I'd definitely be looking at Bloom Energy, picking that up on the dip here.
Palantir is actually very attractively priced at 1.7 times, so I think I would be picking it up along with shares of ServiceNow.
Arista is the most expensive here at 1.4 times growth-adjusted earnings, so I'd probably pull back a little bit after that strong earnings report.
