If you're under 40, this is the dip you'll remember. Great companies at a discount:
$NVDA — $217 now, $325 fair value. Data center revenue up 117% to $89B last quarter. Guiding $108B next.
$AMZN — $255 now, $325 fair value. AWS reaccelerated to 37% growth. First $200B quarter ever.
$META — $579 now, $750 fair value. Revenue up 28% at 18x forward earnings. Cheapest vs its growth in years.
$APP — $313 now, $500 fair value. Revenue up 53%, trades at 17x forward earnings, 58% below its high.
$VST — $138 now, $215 fair value. EBITDA up 30% to $1.77B. $1B data center partnership with KKR and Nvidia.
$IREN — $37 now, $75 fair value. Microsoft handed them a $9.7B AI cloud contract. Power already secured.
$CIFR — $15 now, $30 fair value. $5.5B 15-year lease with AWS. First site started paying rent two months early.
$SOFI — $17 now, $20 fair value. Revenue up 40%, guidance raised, trading at half its 52-week high.
$ONDS — $7 now, $19 fair value. Record $83.8M quarter. Trailing revenue up nearly 10x.
$NOK — $10 now, $15 fair value. AI and data center sales up 105% last quarter.
Nobody building real wealth did it buying all-time highs. They bought weeks like this one and forgot about it.
$NVDA — $217 now, $325 fair value. Data center revenue up 117% to $89B last quarter. Guiding $108B next.
$AMZN — $255 now, $325 fair value. AWS reaccelerated to 37% growth. First $200B quarter ever.
$META — $579 now, $750 fair value. Revenue up 28% at 18x forward earnings. Cheapest vs its growth in years.
$APP — $313 now, $500 fair value. Revenue up 53%, trades at 17x forward earnings, 58% below its high.
$VST — $138 now, $215 fair value. EBITDA up 30% to $1.77B. $1B data center partnership with KKR and Nvidia.
$IREN — $37 now, $75 fair value. Microsoft handed them a $9.7B AI cloud contract. Power already secured.
$CIFR — $15 now, $30 fair value. $5.5B 15-year lease with AWS. First site started paying rent two months early.
$SOFI — $17 now, $20 fair value. Revenue up 40%, guidance raised, trading at half its 52-week high.
$ONDS — $7 now, $19 fair value. Record $83.8M quarter. Trailing revenue up nearly 10x.
$NOK — $10 now, $15 fair value. AI and data center sales up 105% last quarter.
Nobody building real wealth did it buying all-time highs. They bought weeks like this one and forgot about it.