📉 지금도 저평가된 AI 관련주는 남아 있을까요?

Marvell have a decent valuation relative to estimated growth. Forward PE of 21 and an estimated EPS growth of +30% for the coming 3 years. More cash than debt too.

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Bntx

Honestly with those stocks you are just hoping the cycle continues. They really aren’t traded based on price anymore. Analysts will always raise EBITDA a couple turns after every earnings to try to arbitrarily put a new price target on things. If you aren’t finding value anywhere, I would just recommend putting money into the broader market and looking more opportunistically when there is a drop

Personally I'm only looking at non-AI stocks now. I don't plan on holding the bag when the bubble pops.  So much capital had crowded into AI that there's loads of boring equities on sale.

"cannot be determined by the fundamentals." In terms of only focusing on things that are "cheap", part of this sub has been going on about PYPL for the last 3 years only to see it go down another 20% yesterday. Most of the last 5-6 years has been a market of narratives and imo that is absolutely the case again this year. Trying to buy something because of a perception that it is cheap and nothing beyond that leads to situations like PYPL or trying to call bottoms in one of any number of SaaS names that continue to get sold day in/day out (or like ADBE, have been sold off for a while now on legitimate concerns.) "I would say that MU seems to be the only one sticking out a bit as a possible further runaway" The memory story has already run a lot but could certainly continue further before a shortage eventually turns into a glut (or perhaps normalization, if the demand for memory going forward is just going to be permanently higher.) Optics/photonics doing very well - look at LITE (up almost 15% premarket) earnings last night and names like CIEN/COHR. Look at fantastic results from TER and semi testing equipment. There's a lot of things doing well, but what is doing well - imo - has become a bit more esoteric instead of "just invest in Mag 7." I mean, look at Nitto Boseki in Japan and a shortage of glass cloth.

Microsoft seems to be at a compelling valuation here; of course the bear thesis is that their non-AI businesses will lose momentum due to AI spending, but these fears seem overblown to me. Marvel is quite cheap here as well. They do need to continue to get design wins, but they seem well positioned for this.