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Technologie & Energy
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MPC Marathon Petroleum US$315.31n/aintrinsic discount 6.2%7D 43.1%3M The author hasn't set a fair value for MPC | ||||||
PLTR Palantir Technologies US$134.85n/aintrinsic discount 3.7%7D -7.6%3M The author hasn't set a fair value for PLTR | ||||||
XOM ExxonMobil Holdings US$148.36n/aintrinsic discount 2.7%7D 0%3M The author hasn't set a fair value for XOM | ||||||
COP ConocoPhillips US$115.68n/aintrinsic discount 2.5%7D -3.8%3M The author hasn't set a fair value for COP | ||||||
PBR Petróleo Brasileiro - Petrobras US$18.19n/aintrinsic discount 1.7%7D -14.0%3M The author hasn't set a fair value for PBR | ||||||
ADP Automatic Data Processing US$255.24n/aintrinsic discount 1.7%7D 25.8%3M The author hasn't set a fair value for ADP | ||||||
TYL Tyler Technologies US$317.96n/aintrinsic discount 1.2%7D -6.9%3M The author hasn't set a fair value for TYL | ||||||
ASML ASML Holding US$1,739.02n/aintrinsic discount 0.8%7D 19.2%3M The author hasn't set a fair value for ASML | ||||||
GOOGL Alphabet US$351.99n/aintrinsic discount -0.1%7D 5.9%3M The author hasn't set a fair value for GOOGL | ||||||
NEE NextEra Energy US$88.00n/aintrinsic discount -0.4%7D -2.9%3M The author hasn't set a fair value for NEE | ||||||
TTE TotalEnergies US$80.80n/aintrinsic discount -0.5%7D -8.6%3M The author hasn't set a fair value for TTE | ||||||
NXPI NXP Semiconductors US$267.18n/aintrinsic discount -4.0%7D 19.0%3M The author hasn't set a fair value for NXPI | ||||||
MCHP Microchip Technology US$80.51n/aintrinsic discount -4.4%7D -0.5%3M The author hasn't set a fair value for MCHP | ||||||
TSM Taiwan Semiconductor Manufacturing US$402.30n/aintrinsic discount -4.6%7D 9.3%3M The author hasn't set a fair value for TSM | ||||||
TXN Texas Instruments US$284.07n/aintrinsic discount -4.9%7D 21.8%3M The author hasn't set a fair value for TXN | ||||||
AMD Advanced Micro Devices US$503.57n/aintrinsic discount -5.8%7D 77.0%3M The author hasn't set a fair value for AMD | ||||||
CRUS Cirrus Logic US$136.79n/aintrinsic discount -6.6%7D -19.4%3M The author hasn't set a fair value for CRUS | ||||||
STX Seagate Technology Holdings US$802.45n/aintrinsic discount -6.8%7D 43.3%3M The author hasn't set a fair value for STX | ||||||
FSLR First Solar US$205.31n/aintrinsic discount -7.1%7D 10.0%3M The author hasn't set a fair value for FSLR | ||||||
CSCO Cisco Systems US$110.70n/aintrinsic discount -7.2%7D 23.4%3M The author hasn't set a fair value for CSCO | ||||||
MU Micron Technology US$865.46n/aintrinsic discount -7.6%7D 92.6%3M The author hasn't set a fair value for MU | ||||||
CTRA Coterra Energy US$32.56n/aintrinsic discount -8.0%7D 6.2%3M The author hasn't set a fair value for CTRA | ||||||
ENPH Enphase Energy US$39.46n/aintrinsic discount -8.4%7D 17.4%3M The author hasn't set a fair value for ENPH | ||||||
ARM Arm Holdings US$269.61n/aintrinsic discount -9.8%7D 53.6%3M The author hasn't set a fair value for ARM | ||||||
MRVL Marvell Technology US$194.94n/aintrinsic discount -10.4%7D 28.8%3M The author hasn't set a fair value for MRVL | ||||||
WDC Western Digital US$487.42n/aintrinsic discount -12.3%7D 27.0%3M The author hasn't set a fair value for WDC | ||||||
CRWV CoreWeave US$73.06n/aintrinsic discount -12.3%7D -36.6%3M The author hasn't set a fair value for CRWV | ||||||
ALAB Astera Labs US$309.09n/aintrinsic discount -14.6%7D 61.0%3M The author hasn't set a fair value for ALAB | ||||||
SNDK Sandisk US$1,390.95n/aintrinsic discount -16.9%7D 54.0%3M The author hasn't set a fair value for SNDK | ||||||
IBM International Business Machines US$213.00n/aintrinsic discount -26.6%7D -16.7%3M The author hasn't set a fair value for IBM |
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MPC Marathon Petroleum 6.2%7D 43.1%3M | US$315.31 n/aintrinsic discount | The author hasn't set a fair value for MPC | PE 19.9x | E -5.1% | US$290.65 | |
CVX Chevron 4.1%7D 2.0%3M | US$189.71 n/aintrinsic discount | The author hasn't set a fair value for CVX | PE 34.1x | E 11.2% | US$214.22 | |
PLTR Palantir Technologies 3.7%7D -7.6%3M | US$134.85 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 141.7x | E 31.9% | US$183.12 | |
SHEL Shell 3.6%7D -1.7%3M | UK£32.20 n/aintrinsic discount | The author hasn't set a fair value for SHEL | PE 12.8x | E 4.1% | UK£37.11 | |
AAPL Apple 2.9%7D 22.7%3M | US$326.59 n/aintrinsic discount | The author hasn't set a fair value for AAPL | PE 39.1x | E 8.9% | US$318.25 | |
MSFT Microsoft 2.9%7D -5.2%3M | US$402.29 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 23.9x | E 13.8% | US$557.79 | |
BP BP 2.9%7D -8.5%3M | US$42.00 n/aintrinsic discount | The author hasn't set a fair value for BP | PE 33.8x | E 9.6% | US$47.77 | |
XOM ExxonMobil Holdings 2.7%7D 0%3M | US$148.36 n/aintrinsic discount | The author hasn't set a fair value for XOM | PE 24.3x | E 9.8% | US$166.90 | |
COP ConocoPhillips 2.5%7D -3.8%3M | US$115.68 n/aintrinsic discount | The author hasn't set a fair value for COP | PE 19.3x | E 9.9% | US$140.64 | |
ADBE Adobe 1.8%7D -5.0%3M | US$234.74 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 12.9x | E 9.3% | US$273.28 | |
PBR Petróleo Brasileiro - Petrobras 1.7%7D -14.0%3M | US$18.19 n/aintrinsic discount | The author hasn't set a fair value for PBR | PE 4.9x | E -3.3% | US$24.29 | |
ADP Automatic Data Processing 1.7%7D 25.8%3M | US$255.24 n/aintrinsic discount | The author hasn't set a fair value for ADP | PE 23.5x | E 7.4% | US$253.47 | |
SU Suncor Energy 1.6%7D -0.5%3M | US$62.25 n/aintrinsic discount | The author hasn't set a fair value for SU | PE 16.3x | E 2.9% | US$71.98 | |
CRM Salesforce 1.5%7D -7.1%3M | US$173.79 n/aintrinsic discount | The author hasn't set a fair value for CRM | PE 17.7x | E 10.0% | US$243.64 | |
INTU Intuit 1.4%7D -27.4%3M | US$293.82 n/aintrinsic discount | The author hasn't set a fair value for INTU | PE 17.5x | E 13.7% | US$469.96 | |
TYL Tyler Technologies 1.2%7D -6.9%3M | US$317.96 n/aintrinsic discount | The author hasn't set a fair value for TYL | PE 42.5x | E 15.5% | US$437.52 | |
ASML ASML Holding 0.8%7D 19.2%3M | US$1,739.02 n/aintrinsic discount | The author hasn't set a fair value for ASML | PE 54.9x | E 21.2% | US$2,245.30 | |
APA APA 0.5%7D -7.3%3M | US$34.84 n/aintrinsic discount | The author hasn't set a fair value for APA | PE 8x | E -1.0% | US$41.96 | |
VST Vistra -0.08%7D 2.0%3M | US$157.99 n/aintrinsic discount | The author hasn't set a fair value for VST | PE 26x | E 12.0% | US$223.17 | |
NVDA NVIDIA -0.1%7D 1.7%3M | US$203.28 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 30.8x | E 22.8% | US$302.31 | |
GOOGL Alphabet -0.1%7D 5.9%3M | US$351.99 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 26.8x | E 11.2% | US$433.51 | |
NEE NextEra Energy -0.4%7D -2.9%3M | US$88.00 n/aintrinsic discount | The author hasn't set a fair value for NEE | PE 22.4x | E 8.3% | US$98.85 | |
TTE TotalEnergies -0.5%7D -8.6%3M | US$80.80 n/aintrinsic discount | The author hasn't set a fair value for TTE | PE 12x | E 5.0% | US$94.95 | |
SAP SAP -1.0%7D -10.3%3M | US$158.35 n/aintrinsic discount | The author hasn't set a fair value for SAP | PE 22.1x | E 14.8% | US$235.98 | |
AVGO Broadcom -1.5%7D -6.0%3M | US$378.16 n/aintrinsic discount | The author hasn't set a fair value for AVGO | PE 61.4x | E 33.5% | US$524.51 | |
HPQ HP -2.2%7D 14.8%3M | US$24.22 n/aintrinsic discount | The author hasn't set a fair value for HPQ | PE 8.7x | E 2.5% | US$22.98 | |
NXPI NXP Semiconductors -4.0%7D 19.0%3M | US$267.18 n/aintrinsic discount | The author hasn't set a fair value for NXPI | PE 25.4x | E 13.3% | US$313.76 | |
APP AppLovin -4.1%7D -10.3%3M | US$424.60 n/aintrinsic discount | The author hasn't set a fair value for APP | PE 36.4x | E 21.7% | US$654.60 | |
MCHP Microchip Technology -4.4%7D -0.5%3M | US$80.51 n/aintrinsic discount | The author hasn't set a fair value for MCHP | PS 9.3x | E 36.0% | US$113.38 | |
TSM Taiwan Semiconductor Manufacturing -4.6%7D 9.3%3M | US$402.30 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 27.1x | E 20.1% | US$533.34 | |
TXN Texas Instruments -4.9%7D 21.8%3M | US$284.07 n/aintrinsic discount | The author hasn't set a fair value for TXN | PE 48.5x | E 17.3% | US$306.29 | |
AMD Advanced Micro Devices -5.8%7D 77.0%3M | US$503.57 n/aintrinsic discount | The author hasn't set a fair value for AMD | PS 21.9x | E 36.3% | US$541.66 | |
INTC Intel -5.9%7D 46.5%3M | US$97.06 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 9.1x | E 46.3% | US$106.70 | |
TSLA Tesla -6.4%7D -4.4%3M | US$369.57 n/aintrinsic discount | The author hasn't set a fair value for TSLA | PS 14.2x | E 34.6% | US$425.22 | |
CRUS Cirrus Logic -6.6%7D -19.4%3M | US$136.79 n/aintrinsic discount | The author hasn't set a fair value for CRUS | PE 16.7x | E 1.1% | US$181.75 | |
STX Seagate Technology Holdings -6.8%7D 43.3%3M | US$802.45 n/aintrinsic discount | The author hasn't set a fair value for STX | PE 76.3x | E 37.7% | US$1,008.61 | |
FSLR First Solar -7.1%7D 10.0%3M | US$205.31 n/aintrinsic discount | The author hasn't set a fair value for FSLR | PE 13.2x | E 15.1% | US$254.26 | |
CSCO Cisco Systems -7.2%7D 23.4%3M | US$110.70 n/aintrinsic discount | The author hasn't set a fair value for CSCO | PE 36.5x | E 13.5% | US$130.23 | |
QCOM QUALCOMM -7.4%7D 25.6%3M | US$170.32 n/aintrinsic discount | The author hasn't set a fair value for QCOM | PE 18.1x | E 2.6% | US$221.23 | |
MU Micron Technology -7.6%7D 92.6%3M | US$865.46 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 19.4x | E 32.8% | US$1,491.95 | |
ORCL Oracle -7.7%7D -33.0%3M | US$121.38 n/aintrinsic discount | The author hasn't set a fair value for ORCL | PE 20.6x | E 24.2% | US$248.15 | |
CTRA Coterra Energy -8.0%7D 6.2%3M | US$32.56 n/aintrinsic discount | The author hasn't set a fair value for CTRA | PE 14.8x | E 6.8% | US$38.11 | |
ENPH Enphase Energy -8.4%7D 17.4%3M | US$39.46 n/aintrinsic discount | The author hasn't set a fair value for ENPH | PE 38.5x | E 20.1% | US$48.28 | |
ARM Arm Holdings -9.8%7D 53.6%3M | US$269.61 n/aintrinsic discount | The author hasn't set a fair value for ARM | PB 34.8x | E 37.0% | US$301.81 | |
MRVL Marvell Technology -10.4%7D 28.8%3M | US$194.94 n/aintrinsic discount | The author hasn't set a fair value for MRVL | PE 67.6x | E 26.2% | US$254.41 | |
WDC Western Digital -12.3%7D 27.0%3M | US$487.42 n/aintrinsic discount | The author hasn't set a fair value for WDC | PE 26.5x | E 19.2% | US$633.83 | |
CRWV CoreWeave -12.3%7D -36.6%3M | US$73.06 n/aintrinsic discount | The author hasn't set a fair value for CRWV | PS 6.4x | E 43.9% | US$140.55 | |
ALAB Astera Labs -14.6%7D 61.0%3M | US$309.09 n/aintrinsic discount | The author hasn't set a fair value for ALAB | PB 35.5x | E 31.8% | US$297.01 | |
SNDK Sandisk -16.9%7D 54.0%3M | US$1,390.95 n/aintrinsic discount | The author hasn't set a fair value for SNDK | PE 45.7x | E 46.2% | US$2,180.50 | |
IBM International Business Machines -26.6%7D -16.7%3M | US$213.00 n/aintrinsic discount | The author hasn't set a fair value for IBM | PE 18.7x | E 5.3% | US$271.25 |