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Technologie & Energy
Watching
50
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MU Micron Technology US$971.0024.6% overvalued intrinsic discount 29.3%7D 135.3%3M | ||||||
APP AppLovin US$613.095.2% undervalued intrinsic discount 27.3%7D 41.6%3M | ||||||
FSLR First Solar US$306.798.9% overvalued intrinsic discount 19.0%7D 53.5%3M | ||||||
ORCL Oracle US$225.786.7% undervalued intrinsic discount 17.5%7D 51.3%3M | ||||||
IBM International Business Machines US$297.8016.3% overvalued intrinsic discount 17.3%7D 24.4%3M | ||||||
ARM Arm Holdings US$353.29105.4% overvalued intrinsic discount 15.3%7D 184.1%3M | ||||||
SNDK Sandisk US$1,694.98539.7% overvalued intrinsic discount 14.6%7D 173.8%3M | ||||||
PLTR Palantir Technologies US$156.5415.7% undervalued intrinsic discount 14.4%7D 7.8%3M | ||||||
ALAB Astera Labs US$342.8567.7% overvalued intrinsic discount 11.7%7D 184.4%3M | ||||||
AMD Advanced Micro Devices US$516.109.3% overvalued intrinsic discount 10.4%7D 159.8%3M | ||||||
WDC Western Digital US$531.214.6% overvalued intrinsic discount 9.7%7D 96.7%3M | ||||||
STX Seagate Technology Holdings US$879.8014.2% overvalued intrinsic discount 8.3%7D 131.8%3M | ||||||
AVGO Broadcom US$446.776.3% undervalued intrinsic discount 7.9%7D 40.1%3M | ||||||
MSFT Microsoft US$450.2419.9% undervalued intrinsic discount 7.6%7D 13.0%3M | ||||||
HPQ HP US$27.047.4% overvalued intrinsic discount 7.1%7D 44.6%3M | ||||||
ENPH Enphase Energy US$68.3649.4% overvalued intrinsic discount 6.8%7D 52.9%3M | ||||||
CRM Salesforce US$191.1039.8% undervalued intrinsic discount 6.1%7D -1.0%3M | ||||||
ADBE Adobe US$259.2118.4% undervalued intrinsic discount 5.9%7D -0.6%3M | ||||||
QCOM QUALCOMM US$251.0216.3% undervalued intrinsic discount 5.4%7D 78.0%3M | ||||||
MRVL Marvell Technology US$205.0072.4% overvalued intrinsic discount 4.4%7D 153.5%3M | ||||||
CRWV CoreWeave US$109.5317.7% undervalued intrinsic discount 3.8%7D 40.3%3M | ||||||
INTU Intuit US$331.5340.8% undervalued intrinsic discount 3.6%7D -20.9%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$418.459.8% overvalued intrinsic discount 3.4%7D 13.4%3M | ||||||
SAP SAP US$181.7930.8% undervalued intrinsic discount 3.3%7D -7.3%3M | ||||||
VST Vistra US$160.2331.6% undervalued intrinsic discount 2.5%7D -3.5%3M | ||||||
TSLA Tesla US$435.7945.3% overvalued intrinsic discount 2.3%7D 8.1%3M | ||||||
NXPI NXP Semiconductors US$321.357.7% overvalued intrinsic discount 1.5%7D 43.0%3M | ||||||
MCHP Microchip Technology US$94.659.2% overvalued intrinsic discount 1.3%7D 27.4%3M | ||||||
AAPL Apple US$312.060.5% overvalued intrinsic discount 1.0%7D 17.9%3M | ||||||
CSCO Cisco Systems US$120.423.2% undervalued intrinsic discount 0.008%7D 51.6%3M | ||||||
TYL Tyler Technologies US$313.1528.6% undervalued intrinsic discount -0.03%7D -11.7%3M | ||||||
GOOGL Alphabet US$380.3411.1% undervalued intrinsic discount -0.7%7D 24.1%3M | ||||||
CRUS Cirrus Logic US$169.9511.4% overvalued intrinsic discount -0.7%7D 18.8%3M | ||||||
TXN Texas Instruments US$305.6829.8% undervalued intrinsic discount -1.1%7D 45.7%3M | ||||||
ASML ASML Holding US$1,612.7660.9% overvalued intrinsic discount -1.2%7D 13.3%3M | ||||||
ADP Automatic Data Processing US$221.8410.1% undervalued intrinsic discount -1.5%7D 3.2%3M | ||||||
NEE NextEra Energy US$87.0111.6% undervalued intrinsic discount -1.7%7D -6.1%3M | ||||||
NVDA NVIDIA US$211.1421.4% undervalued intrinsic discount -1.9%7D 15.7%3M | ||||||
MPC Marathon Petroleum US$248.773.1% undervalued intrinsic discount -2.3%7D 18.6%3M | ||||||
SHEL Shell UK£31.1818.3% undervalued intrinsic discount -2.7%7D -0.4%3M | ||||||
INTC Intel US$114.6811.8% undervalued intrinsic discount -4.3%7D 152.0%3M | ||||||
TTE TotalEnergies US$87.3211.6% undervalued intrinsic discount -4.7%7D 7.7%3M | ||||||
CVX Chevron US$182.4614.5% undervalued intrinsic discount -4.7%7D -3.8%3M | ||||||
COP ConocoPhillips US$113.9818.9% undervalued intrinsic discount -5.4%7D -3.6%3M | ||||||
BP BP US$41.874.7% overvalued intrinsic discount -5.6%7D 6.1%3M | ||||||
PBR Petróleo Brasileiro - Petrobras US$18.7721.2% undervalued intrinsic discount -5.7%7D 8.4%3M | ||||||
APA APA US$36.4311.9% undervalued intrinsic discount -6.1%7D 15.0%3M | ||||||
XOM Exxon Mobil US$145.2612.3% undervalued intrinsic discount -6.2%7D -5.8%3M | ||||||
SU Suncor Energy US$62.3613.1% undervalued intrinsic discount -7.4%7D 7.9%3M | ||||||
CTRA Coterra Energy US$32.5612.9% undervalued intrinsic discount -8.0%7D 6.2%3M |
Watching
50
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MU Micron Technology 29.3%7D 135.3%3M | US$971.00 24.6% overvalued intrinsic discount | PE 45.4x | E 28.7% | US$702.98 | ||
APP AppLovin 27.3%7D 41.6%3M | US$613.09 5.2% undervalued intrinsic discount | PE 52.6x | E 21.7% | US$648.10 | ||
FSLR First Solar 19.0%7D 53.5%3M | US$306.79 8.9% overvalued intrinsic discount | PE 19.8x | E 15.5% | US$243.59 | ||
ORCL Oracle 17.5%7D 51.3%3M | US$225.78 6.7% undervalued intrinsic discount | PE 40.1x | E 22.7% | US$244.03 | ||
IBM International Business Machines 17.3%7D 24.4%3M | US$297.80 16.3% overvalued intrinsic discount | PE 26.1x | E 5.8% | US$277.68 | ||
ARM Arm Holdings 15.3%7D 184.1%3M | US$353.29 105.4% overvalued intrinsic discount | PB 45.5x | E 36.9% | US$234.03 | ||
SNDK Sandisk 14.6%7D 173.8%3M | US$1,694.98 539.7% overvalued intrinsic discount | PE 55.7x | E 38.3% | US$1,609.27 | ||
PLTR Palantir Technologies 14.4%7D 7.8%3M | US$156.54 15.7% undervalued intrinsic discount | PB 44.4x | E 31.8% | US$183.73 | ||
ALAB Astera Labs 11.7%7D 184.4%3M | US$342.85 67.7% overvalued intrinsic discount | PB 39.3x | E 31.5% | US$244.97 | ||
AMD Advanced Micro Devices 10.4%7D 159.8%3M | US$516.10 9.3% overvalued intrinsic discount | PS 22.5x | E 34.8% | US$472.17 | ||
WDC Western Digital 9.7%7D 96.7%3M | US$531.21 4.6% overvalued intrinsic discount | PE 28.8x | E 17.6% | US$518.26 | ||
STX Seagate Technology Holdings 8.3%7D 131.8%3M | US$879.80 14.2% overvalued intrinsic discount | PE 83.7x | E 37.3% | US$829.05 | ||
AVGO Broadcom 7.9%7D 40.1%3M | US$446.77 6.3% undervalued intrinsic discount | PE 84.7x | E 31.4% | US$481.97 | ||
MSFT Microsoft 7.6%7D 13.0%3M | US$450.24 19.9% undervalued intrinsic discount | PE 26.7x | E 13.4% | US$560.63 | ||
HPQ HP 7.1%7D 44.6%3M | US$27.04 7.4% overvalued intrinsic discount | PE 9.7x | E 2.5% | US$22.73 | ||
ENPH Enphase Energy 6.8%7D 52.9%3M | US$68.36 49.4% overvalued intrinsic discount | PE 66.7x | E 20.5% | US$43.01 | ||
CRM Salesforce 6.1%7D -1.0%3M | US$191.10 39.8% undervalued intrinsic discount | PE 19.5x | E 9.5% | US$255.55 | ||
ADBE Adobe 5.9%7D -0.6%3M | US$259.21 18.4% undervalued intrinsic discount | PE 14.5x | E 8.7% | US$327.28 | ||
QCOM QUALCOMM 5.4%7D 78.0%3M | US$251.02 16.3% undervalued intrinsic discount | PE 26.7x | E -3.3% | US$177.81 | ||
MRVL Marvell Technology 4.4%7D 153.5%3M | US$205.00 72.4% overvalued intrinsic discount | PE 71x | E 26.8% | US$219.80 | ||
CRWV CoreWeave 3.8%7D 40.3%3M | US$109.53 17.7% undervalued intrinsic discount | PS 9.6x | E -5.2% | US$138.56 | ||
INTU Intuit 3.6%7D -20.9%3M | US$331.53 40.8% undervalued intrinsic discount | PE 19.8x | E 14.0% | US$502.02 | ||
TSM Taiwan Semiconductor Manufacturing 3.4%7D 13.4%3M | US$418.45 9.8% overvalued intrinsic discount | PE 32x | E 22.5% | US$460.13 | ||
SAP SAP 3.3%7D -7.3%3M | US$181.79 30.8% undervalued intrinsic discount | PE 24.8x | E 14.9% | US$251.51 | ||
VST Vistra 2.5%7D -3.5%3M | US$160.23 31.6% undervalued intrinsic discount | PE 26.4x | E 12.0% | US$225.29 | ||
TSLA Tesla 2.3%7D 8.1%3M | US$435.79 45.3% overvalued intrinsic discount | PS 16.7x | E 35.2% | US$411.89 | ||
NXPI NXP Semiconductors 1.5%7D 43.0%3M | US$321.35 7.7% overvalued intrinsic discount | PE 30.6x | E 13.9% | US$302.39 | ||
MCHP Microchip Technology 1.3%7D 27.4%3M | US$94.65 9.2% overvalued intrinsic discount | PS 10.9x | E 36.3% | US$113.24 | ||
AAPL Apple 1.0%7D 17.9%3M | US$312.06 0.5% overvalued intrinsic discount | PE 37.4x | E 8.4% | US$310.51 | ||
CSCO Cisco Systems 0.008%7D 51.6%3M | US$120.42 3.2% undervalued intrinsic discount | PE 39.7x | E 13.6% | US$125.41 | ||
TYL Tyler Technologies -0.03%7D -11.7%3M | US$313.15 28.6% undervalued intrinsic discount | PE 41.8x | E 15.2% | US$445.14 | ||
GOOGL Alphabet -0.7%7D 24.1%3M | US$380.34 11.1% undervalued intrinsic discount | PE 28.8x | E 11.1% | US$430.72 | ||
CRUS Cirrus Logic -0.7%7D 18.8%3M | US$169.95 11.4% overvalued intrinsic discount | PE 20.7x | E -2.1% | US$181.40 | ||
TXN Texas Instruments -1.1%7D 45.7%3M | US$305.68 29.8% undervalued intrinsic discount | PE 52.1x | E 16.5% | US$290.33 | ||
ASML ASML Holding -1.2%7D 13.3%3M | US$1,612.76 60.9% overvalued intrinsic discount | PE 53.2x | E 16.6% | US$1,726.85 | ||
ADP Automatic Data Processing -1.5%7D 3.2%3M | US$221.84 10.1% undervalued intrinsic discount | PE 20.4x | E 7.4% | US$246.33 | ||
NEE NextEra Energy -1.7%7D -6.1%3M | US$87.01 11.6% undervalued intrinsic discount | PE 22.2x | E 8.4% | US$98.55 | ||
NVDA NVIDIA -1.9%7D 15.7%3M | US$211.14 21.4% undervalued intrinsic discount | PE 32x | E 21.2% | US$296.81 | ||
MPC Marathon Petroleum -2.3%7D 18.6%3M | US$248.77 3.1% undervalued intrinsic discount | PE 15.7x | E 1.8% | US$265.06 | ||
SHEL Shell -2.7%7D -0.4%3M | UK£31.18 18.3% undervalued intrinsic discount | PE 12.5x | E 3.9% | UK£38.07 | ||
INTC Intel -4.3%7D 152.0%3M | US$114.68 11.8% undervalued intrinsic discount | PS 10.7x | E 44.7% | US$87.76 | ||
TTE TotalEnergies -4.7%7D 7.7%3M | US$87.32 11.6% undervalued intrinsic discount | PE 12.9x | E 3.8% | US$98.75 | ||
CVX Chevron -4.7%7D -3.8%3M | US$182.46 14.5% undervalued intrinsic discount | PE 32.8x | E 10.5% | US$216.09 | ||
COP ConocoPhillips -5.4%7D -3.6%3M | US$113.98 18.9% undervalued intrinsic discount | PE 19x | E 8.3% | US$142.88 | ||
BP BP -5.6%7D 6.1%3M | US$41.87 4.7% overvalued intrinsic discount | PE 33.8x | E 10.2% | US$50.52 | ||
PBR Petróleo Brasileiro - Petrobras -5.7%7D 8.4%3M | US$18.77 21.2% undervalued intrinsic discount | PE 5x | E -4.3% | US$23.81 | ||
APA APA -6.1%7D 15.0%3M | US$36.43 11.9% undervalued intrinsic discount | PE 8.4x | E -0.7% | US$43.46 | ||
XOM Exxon Mobil -6.2%7D -5.8%3M | US$145.26 12.3% undervalued intrinsic discount | PE 23.8x | E 8.9% | US$169.91 | ||
SU Suncor Energy -7.4%7D 7.9%3M | US$62.36 13.1% undervalued intrinsic discount | PE 16.1x | E 2.5% | US$71.76 | ||
CTRA Coterra Energy -8.0%7D 6.2%3M | US$32.56 12.9% undervalued intrinsic discount | PE 14.8x | E 6.8% | US$38.11 |