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What's most jaw-dropping here, especially for Intel, is how it's crowned king of the hill at a sky-high 136x. That's like paying $136 bucks right now just to get $1 back in Intel's projected earnings next year. For context:

  • Hot AI superstar Nvidia? A "mere" 31x—still pricey, but investors see it as a safer bet on steady explosions in demand for data-center chips.

  • Broadcom at 44x - middle of the road... well on the higher end.

  • ARM (the design whiz behind tons of mobile processors)? 108x, hi but nowhere near Intel's level.

  • Reliable old-school players like Texas Instruments or Micron? Way down at 27x and 13x. MU also surprised me.

h/t Sanjay

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GK

NTM, I presume is next twelve months, therefore forward looking. It would also be interesting to see PEG.

Jos Laat

I doubt MU Micron is 13.

TrashPandasRock

Think of semiconductors as a essential component of Ai. These companies make those parts. The companies on the left stock price is expensive compared to the business that they generate in creating semiconductors.

Maxwell Crowther

What’s the best way to work on a side income within options? I’m trying to understand options. Cash secured puts - is this a recommend strategy? Please let me know if any insight.

Dilip Shrikhande

Go for LEAPS if you don't want to burn your money because of time decay. Understand Greeks well (especially Delta) if you want to sell Puts. You don't want to make mistakes and get assigned... and then get stuck with the stocks when the market is going down... Selling puts blocks huge margins. So check if it's worth selling puts (if the premiums are not good) or buying stocks at margin for short term play?

lightthefuse

TSMC and MRVL aren’t terrible, relatively

Robin

Only a little of the story - Not so useful without taking into account forward projected earning

MetalFingers

Bought some micron when it hit the low 100s.

layerin_layerout

Isn't TSLA like a 150+ PE? It feels like PE ratios are quickly becoming a thing of the past.