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Technologie & Energy
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SNDK Sandisk US$1,915.92n/aintrinsic discount 9.8%7D 102.9%3M The author hasn't set a fair value for SNDK | ||||||
WDC Western Digital US$582.59n/aintrinsic discount 8.1%7D 66.4%3M The author hasn't set a fair value for WDC | ||||||
NXPI NXP Semiconductors US$292.26n/aintrinsic discount 6.9%7D 40.5%3M The author hasn't set a fair value for NXPI | ||||||
MPC Marathon Petroleum US$283.74n/aintrinsic discount 6.5%7D 25.9%3M The author hasn't set a fair value for MPC | ||||||
PBR Petróleo Brasileiro - Petrobras US$17.32n/aintrinsic discount 6.5%7D -17.6%3M The author hasn't set a fair value for PBR | ||||||
CSCO Cisco Systems US$121.31n/aintrinsic discount 6.4%7D 46.8%3M The author hasn't set a fair value for CSCO | ||||||
COP ConocoPhillips US$109.04n/aintrinsic discount 5.3%7D -8.2%3M The author hasn't set a fair value for COP | ||||||
STX Seagate Technology Holdings US$910.34n/aintrinsic discount 4.8%7D 70.7%3M The author hasn't set a fair value for STX | ||||||
ENPH Enphase Energy US$44.83n/aintrinsic discount 4.1%7D 42.9%3M The author hasn't set a fair value for ENPH | ||||||
TTE TotalEnergies US$78.50n/aintrinsic discount 2.9%7D -13.7%3M The author hasn't set a fair value for TTE | ||||||
CRUS Cirrus Logic US$150.36n/aintrinsic discount 2.8%7D -6.7%3M The author hasn't set a fair value for CRUS | ||||||
TXN Texas Instruments US$311.46n/aintrinsic discount 2.6%7D 42.3%3M The author hasn't set a fair value for TXN | ||||||
ARM Arm Holdings US$323.39n/aintrinsic discount 2.6%7D 105.2%3M The author hasn't set a fair value for ARM | ||||||
FSLR First Solar US$227.83n/aintrinsic discount 1.5%7D 13.7%3M The author hasn't set a fair value for FSLR | ||||||
XOM ExxonMobil Holdings US$138.88n/aintrinsic discount 1.3%7D -9.0%3M The author hasn't set a fair value for XOM | ||||||
MCHP Microchip Technology US$88.59n/aintrinsic discount 1.1%7D 18.9%3M The author hasn't set a fair value for MCHP | ||||||
AMD Advanced Micro Devices US$557.89n/aintrinsic discount 1.1%7D 118.7%3M The author hasn't set a fair value for AMD | ||||||
ADP Automatic Data Processing US$241.92n/aintrinsic discount 1.0%7D 24.0%3M The author hasn't set a fair value for ADP | ||||||
TSM Taiwan Semiconductor Manufacturing US$434.11n/aintrinsic discount -0.01%7D 17.5%3M The author hasn't set a fair value for TSM | ||||||
MSFT Microsoft US$385.10n/aintrinsic discount -0.4%7D -2.0%3M The author hasn't set a fair value for MSFT | ||||||
NEE NextEra Energy US$87.96n/aintrinsic discount -0.4%7D -4.7%3M The author hasn't set a fair value for NEE | ||||||
MU Micron Technology US$979.30n/aintrinsic discount -0.6%7D 110.3%3M The author hasn't set a fair value for MU | ||||||
ASML ASML Holding US$1,797.32n/aintrinsic discount -1.5%7D 18.4%3M The author hasn't set a fair value for ASML | ||||||
GOOGL Alphabet US$357.18n/aintrinsic discount -2.5%7D 7.3%3M The author hasn't set a fair value for GOOGL | ||||||
TYL Tyler Technologies US$309.48n/aintrinsic discount -3.0%7D -4.0%3M The author hasn't set a fair value for TYL | ||||||
IBM International Business Machines US$287.56n/aintrinsic discount -4.0%7D 19.7%3M The author hasn't set a fair value for IBM | ||||||
PLTR Palantir Technologies US$126.79n/aintrinsic discount -4.3%7D -6.6%3M The author hasn't set a fair value for PLTR | ||||||
ALAB Astera Labs US$412.97n/aintrinsic discount -4.6%7D 142.1%3M The author hasn't set a fair value for ALAB | ||||||
MRVL Marvell Technology US$235.81n/aintrinsic discount -5.4%7D 76.2%3M The author hasn't set a fair value for MRVL | ||||||
CTRA Coterra Energy US$32.56n/aintrinsic discount -8.0%7D 6.2%3M The author hasn't set a fair value for CTRA | ||||||
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SNDK Sandisk 9.8%7D 102.9%3M | US$1,915.92 n/aintrinsic discount | The author hasn't set a fair value for SNDK | PE 63x | E 46.2% | US$2,035.05 | |
CRWV CoreWeave 8.7%7D -19.4%3M | US$88.88 n/aintrinsic discount | The author hasn't set a fair value for CRWV | PS 7.8x | E 43.6% | US$142.29 | |
WDC Western Digital 8.1%7D 66.4%3M | US$582.59 n/aintrinsic discount | The author hasn't set a fair value for WDC | PE 31.6x | E 17.8% | US$606.13 | |
NVDA NVIDIA 7.9%7D 7.4%3M | US$210.96 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 32x | E 22.3% | US$301.62 | |
SU Suncor Energy 7.6%7D -8.6%3M | US$59.25 n/aintrinsic discount | The author hasn't set a fair value for SU | PE 15.6x | E 2.5% | US$71.06 | |
HPQ HP 7.2%7D 27.5%3M | US$24.22 n/aintrinsic discount | The author hasn't set a fair value for HPQ | PE 8.7x | E 2.5% | US$22.91 | |
AVGO Broadcom 7.0%7D 5.0%3M | US$399.97 n/aintrinsic discount | The author hasn't set a fair value for AVGO | PE 64.9x | E 33.5% | US$523.73 | |
NXPI NXP Semiconductors 6.9%7D 40.5%3M | US$292.26 n/aintrinsic discount | The author hasn't set a fair value for NXPI | PE 27.8x | E 14.5% | US$308.07 | |
MPC Marathon Petroleum 6.5%7D 25.9%3M | US$283.74 n/aintrinsic discount | The author hasn't set a fair value for MPC | PE 17.9x | E -2.1% | US$275.65 | |
PBR Petróleo Brasileiro - Petrobras 6.5%7D -17.6%3M | US$17.32 n/aintrinsic discount | The author hasn't set a fair value for PBR | PE 4.8x | E -3.0% | US$23.82 | |
CSCO Cisco Systems 6.4%7D 46.8%3M | US$121.31 n/aintrinsic discount | The author hasn't set a fair value for CSCO | PE 40x | E 13.6% | US$127.18 | |
COP ConocoPhillips 5.3%7D -8.2%3M | US$109.04 n/aintrinsic discount | The author hasn't set a fair value for COP | PE 18.2x | E 9.6% | US$141.00 | |
VST Vistra 5.2%7D 0.4%3M | US$158.86 n/aintrinsic discount | The author hasn't set a fair value for VST | PE 26.1x | E 12.0% | US$222.89 | |
STX Seagate Technology Holdings 4.8%7D 70.7%3M | US$910.34 n/aintrinsic discount | The author hasn't set a fair value for STX | PE 86.6x | E 37.5% | US$975.13 | |
BP BP 4.8%7D -15.1%3M | US$39.20 n/aintrinsic discount | The author hasn't set a fair value for BP | PE 31.1x | E 10.5% | US$48.29 | |
SHEL Shell 4.3%7D -10.0%3M | UK£30.39 n/aintrinsic discount | The author hasn't set a fair value for SHEL | PE 12.1x | E 5.2% | UK£37.34 | |
CVX Chevron 4.3%7D -8.0%3M | US$176.40 n/aintrinsic discount | The author hasn't set a fair value for CVX | PE 31.7x | E 11.6% | US$213.91 | |
ENPH Enphase Energy 4.1%7D 42.9%3M | US$44.83 n/aintrinsic discount | The author hasn't set a fair value for ENPH | PE 43.8x | E 20.1% | US$48.93 | |
TSLA Tesla 3.6%7D 15.7%3M | US$407.76 n/aintrinsic discount | The author hasn't set a fair value for TSLA | PS 15.6x | E 34.7% | US$424.56 | |
APA APA 3.0%7D -9.7%3M | US$33.44 n/aintrinsic discount | The author hasn't set a fair value for APA | PE 7.7x | E -1.1% | US$42.75 | |
TTE TotalEnergies 2.9%7D -13.7%3M | US$78.50 n/aintrinsic discount | The author hasn't set a fair value for TTE | PE 11.5x | E 4.0% | US$97.17 | |
CRUS Cirrus Logic 2.8%7D -6.7%3M | US$150.36 n/aintrinsic discount | The author hasn't set a fair value for CRUS | PE 18.3x | E 1.1% | US$184.25 | |
TXN Texas Instruments 2.6%7D 42.3%3M | US$311.46 n/aintrinsic discount | The author hasn't set a fair value for TXN | PE 53.1x | E 16.7% | US$298.00 | |
ARM Arm Holdings 2.6%7D 105.2%3M | US$323.39 n/aintrinsic discount | The author hasn't set a fair value for ARM | PB 41.7x | E 35.8% | US$298.84 | |
ADBE Adobe 2.6%7D -5.1%3M | US$223.64 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 12.3x | E 9.3% | US$272.48 | |
FSLR First Solar 1.5%7D 13.7%3M | US$227.83 n/aintrinsic discount | The author hasn't set a fair value for FSLR | PE 14.7x | E 15.8% | US$252.01 | |
QCOM QUALCOMM 1.4%7D 42.4%3M | US$189.16 n/aintrinsic discount | The author hasn't set a fair value for QCOM | PE 20.1x | E 2.5% | US$220.23 | |
XOM ExxonMobil Holdings 1.3%7D -9.0%3M | US$138.88 n/aintrinsic discount | The author hasn't set a fair value for XOM | PE 22.7x | E 10.6% | US$167.38 | |
MCHP Microchip Technology 1.1%7D 18.9%3M | US$88.59 n/aintrinsic discount | The author hasn't set a fair value for MCHP | PS 10.2x | E 36.0% | US$114.00 | |
AMD Advanced Micro Devices 1.1%7D 118.7%3M | US$557.89 n/aintrinsic discount | The author hasn't set a fair value for AMD | PS 24.3x | E 35.6% | US$516.13 | |
INTU Intuit 1.0%7D -25.0%3M | US$274.96 n/aintrinsic discount | The author hasn't set a fair value for INTU | PE 16.4x | E 13.8% | US$484.73 | |
ADP Automatic Data Processing 1.0%7D 24.0%3M | US$241.92 n/aintrinsic discount | The author hasn't set a fair value for ADP | PE 22.3x | E 7.4% | US$252.13 | |
AAPL Apple 0.9%7D 21.8%3M | US$315.32 n/aintrinsic discount | The author hasn't set a fair value for AAPL | PE 37.8x | E 8.7% | US$315.57 | |
ORCL Oracle 0.3%7D -9.6%3M | US$140.64 n/aintrinsic discount | The author hasn't set a fair value for ORCL | PE 23.9x | E 24.3% | US$251.85 | |
TSM Taiwan Semiconductor Manufacturing -0.01%7D 17.5%3M | US$434.11 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 32.8x | E 20.4% | US$509.42 | |
MSFT Microsoft -0.4%7D -2.0%3M | US$385.10 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 22.8x | E 13.8% | US$559.86 | |
NEE NextEra Energy -0.4%7D -4.7%3M | US$87.96 n/aintrinsic discount | The author hasn't set a fair value for NEE | PE 22.4x | E 8.3% | US$99.25 | |
MU Micron Technology -0.6%7D 110.3%3M | US$979.30 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 21.9x | E 32.8% | US$1,486.00 | |
CRM Salesforce -1.4%7D -4.7%3M | US$163.32 n/aintrinsic discount | The author hasn't set a fair value for CRM | PE 16.7x | E 10.2% | US$245.60 | |
ASML ASML Holding -1.5%7D 18.4%3M | US$1,797.32 n/aintrinsic discount | The author hasn't set a fair value for ASML | PE 60.3x | E 18.9% | US$2,008.28 | |
SAP SAP -1.6%7D -5.9%3M | US$157.86 n/aintrinsic discount | The author hasn't set a fair value for SAP | PE 22x | E 14.9% | US$241.96 | |
GOOGL Alphabet -2.5%7D 7.3%3M | US$357.18 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 27.2x | E 11.0% | US$431.91 | |
TYL Tyler Technologies -3.0%7D -4.0%3M | US$309.48 n/aintrinsic discount | The author hasn't set a fair value for TYL | PE 41.3x | E 15.5% | US$437.52 | |
IBM International Business Machines -4.0%7D 19.7%3M | US$287.56 n/aintrinsic discount | The author hasn't set a fair value for IBM | PE 25.2x | E 6.0% | US$294.94 | |
PLTR Palantir Technologies -4.3%7D -6.6%3M | US$126.79 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 133.2x | E 31.9% | US$183.12 | |
ALAB Astera Labs -4.6%7D 142.1%3M | US$412.97 n/aintrinsic discount | The author hasn't set a fair value for ALAB | PB 47.4x | E 30.9% | US$272.47 | |
MRVL Marvell Technology -5.4%7D 76.2%3M | US$235.81 n/aintrinsic discount | The author hasn't set a fair value for MRVL | PE 81.7x | E 25.7% | US$252.26 | |
APP AppLovin -6.8%7D 16.9%3M | US$506.98 n/aintrinsic discount | The author hasn't set a fair value for APP | PE 43.5x | E 21.7% | US$654.60 | |
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 | |
INTC Intel -10.1%7D 72.1%3M | US$109.84 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 10.3x | E 46.1% | US$101.95 |