Since the prior post on 18th January, Qualcomm has shot up 45%. Now making all new time highs. It is not surprising, giving the stock was not expensive, and major OEM's had signalled positive reception to the latest SOC, a chip which will power Windows notebooks, with comparable,
Qualcomm is about to make a move! The Stock is still on the cheap side. Trading at less than 20x this years earnings. Their Oryon Processor, which will be released this year outperforms Apple's M2 Processor. It is a real Windows ARM Laptop competitor. The chip will accelerate
Following from our prior update, AMD into the Stratosphere, AMD hit the upper trend line as forecast, and corrected to the last prior area of support Earnings growth is strong. So don’t expect this Stock to drop to a forward PE of 20x anytime soon. Ultimately looking for this
Alphabet price is perched on the upward diagonal line. Valuation remains robust. Trading @ 20x this years Forecast Earnings, vs. 18.8x SP500. However, given that a) Alphabet has consistently grown Earnings far in excess of the S&p500, and b) Earnings Multiples typically expand in Bull Markets, Alphabet is
Alphabet is killing time until the next move up. Earnings report next month is likely to be the spark. Alphabet likes to to spike. Trading on 21x 2024's earnings vs. SP500's 19x. For the strong earnings growth, that is cheap! Alphabet's performance relative to
AMD up nearly 60% in 2 months since the October Low. Now trading on 51x next years earnings. So not cheap. Good indication though MI300x GPU Nvidia competitor will sell well. Definitely not a stock to accumulate, but one to think about trimming. Sell Orders currently perched at $162 and