Jun. 22 at 10:21 PM
Tech stocks that are dirt cheap right now on a forward P/E basis - the market may be mispricing growth.
$META - still a cash machine, AI + ads scaling story intact
$CRM - enterprise software rotation, valuation reset creating opportunity
$NFLX - streaming dominance + pricing power still underappreciated
$ADBE - AI transition + recurring revenue stability at discounted multiple
$PYPL - deep value fintech turnaround still in progress
When quality growth trades cheap on forward earnings, that’s where long-term alpha is built.
Sharing framework and levels - no paywall, just structured positioning thinking