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Technologie & Energy
Watching
50
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MRVL Marvell Technology US$290.79144.5% overvalued intrinsic discount 39.6%7D 272.4%3M | ||||||
IBM International Business Machines US$329.239.0% overvalued intrinsic discount 31.3%7D 31.7%3M | ||||||
ORCL Oracle US$244.581.0% overvalued intrinsic discount 26.7%7D 60.5%3M | ||||||
ARM Arm Holdings US$402.71134.2% overvalued intrinsic discount 25.4%7D 224.5%3M | ||||||
MU Micron Technology US$1,064.1036.5% overvalued intrinsic discount 18.8%7D 165.5%3M | ||||||
APP AppLovin US$605.636.4% undervalued intrinsic discount 17.8%7D 25.4%3M | ||||||
FSLR First Solar US$311.0127.7% overvalued intrinsic discount 15.2%7D 57.7%3M | ||||||
AVGO Broadcom US$481.571.0% overvalued intrinsic discount 14.1%7D 51.7%3M | ||||||
CRWV CoreWeave US$119.2710.4% undervalued intrinsic discount 12.6%7D 50.0%3M | ||||||
CRM Salesforce US$200.8436.7% undervalued intrinsic discount 12.2%7D 4.0%3M | ||||||
HPQ HP US$27.2938.7% overvalued intrinsic discount 11.7%7D 42.3%3M | ||||||
ALAB Astera Labs US$355.7674.0% overvalued intrinsic discount 11.6%7D 212.7%3M | ||||||
PLTR Palantir Technologies US$152.1718.1% undervalued intrinsic discount 11.4%7D -0.7%3M | ||||||
STX Seagate Technology Holdings US$926.6120.3% overvalued intrinsic discount 9.6%7D 147.1%3M | ||||||
ADBE Adobe US$262.1121.0% undervalued intrinsic discount 9.0%7D -4.0%3M | ||||||
SAP SAP US$190.8227.4% undervalued intrinsic discount 8.9%7D -2.4%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$446.6917.2% overvalued intrinsic discount 8.3%7D 25.0%3M | ||||||
CSCO Cisco Systems US$128.0015.8% overvalued intrinsic discount 8.2%7D 58.3%3M | ||||||
ENPH Enphase Energy US$72.3358.1% overvalued intrinsic discount 8.1%7D 69.5%3M | ||||||
SNDK Sandisk US$1,716.36547.8% overvalued intrinsic discount 8.0%7D 186.5%3M | ||||||
WDC Western Digital US$563.108.7% overvalued intrinsic discount 7.3%7D 115.5%3M | ||||||
MSFT Microsoft US$441.3121.3% undervalued intrinsic discount 6.1%7D 8.9%3M | ||||||
MPC Marathon Petroleum US$263.062.4% overvalued intrinsic discount 6.1%7D 19.2%3M | ||||||
ADP Automatic Data Processing US$231.186.3% undervalued intrinsic discount 5.9%7D 6.5%3M | ||||||
INTU Intuit US$322.1442.5% undervalued intrinsic discount 5.8%7D -26.8%3M | ||||||
ASML ASML Holding US$1,705.3770.1% overvalued intrinsic discount 4.5%7D 21.9%3M | ||||||
NVDA NVIDIA US$222.8224.9% undervalued intrinsic discount 3.7%7D 21.7%3M | ||||||
AMD Advanced Micro Devices US$521.5415.9% overvalued intrinsic discount 3.5%7D 158.1%3M | ||||||
AAPL Apple US$315.201.5% overvalued intrinsic discount 2.2%7D 20.1%3M | ||||||
TYL Tyler Technologies US$313.5628.5% undervalued intrinsic discount 2.0%7D -14.8%3M | ||||||
BP BP US$43.408.5% overvalued intrinsic discount 1.8%7D 11.7%3M | ||||||
CVX Chevron US$187.5512.1% undervalued intrinsic discount 1.5%7D 0.8%3M | ||||||
APA APA US$37.8112.6% undervalued intrinsic discount 0.8%7D 21.6%3M | ||||||
SHEL Shell UK£32.1515.8% undervalued intrinsic discount 0.6%7D 4.9%3M | ||||||
COP ConocoPhillips US$116.8716.9% undervalued intrinsic discount 0.3%7D 1.1%3M | ||||||
XOM Exxon Mobil US$149.5612.0% undervalued intrinsic discount -0.2%7D -0.2%3M | ||||||
SU Suncor Energy US$65.318.9% undervalued intrinsic discount -0.4%7D 13.9%3M | ||||||
TTE TotalEnergies US$89.409.9% undervalued intrinsic discount -0.7%7D 16.2%3M | ||||||
MCHP Microchip Technology US$96.9611.9% overvalued intrinsic discount -1.1%7D 38.7%3M | ||||||
NEE NextEra Energy US$85.689.2% undervalued intrinsic discount -2.2%7D -7.5%3M | ||||||
TSLA Tesla US$423.7441.2% overvalued intrinsic discount -2.3%7D 4.4%3M | ||||||
NXPI NXP Semiconductors US$323.628.5% overvalued intrinsic discount -2.7%7D 49.6%3M | ||||||
QCOM QUALCOMM US$240.8419.7% undervalued intrinsic discount -3.2%7D 72.6%3M | ||||||
PBR Petróleo Brasileiro - Petrobras US$18.7222.0% undervalued intrinsic discount -3.5%7D 11.6%3M | ||||||
VST Vistra US$157.9732.6% undervalued intrinsic discount -4.0%7D -3.3%3M | ||||||
CRUS Cirrus Logic US$170.6211.9% overvalued intrinsic discount -4.3%7D 23.8%3M | ||||||
TXN Texas Instruments US$308.1229.3% undervalued intrinsic discount -5.2%7D 52.2%3M | ||||||
GOOGL Alphabet US$361.8515.4% undervalued intrinsic discount -7.0%7D 19.4%3M | ||||||
CTRA Coterra Energy US$32.5612.9% undervalued intrinsic discount -8.0%7D 6.2%3M | ||||||
INTC Intel US$107.9317.0% undervalued intrinsic discount -12.6%7D 136.8%3M |
Watching
50
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MRVL Marvell Technology 39.6%7D 272.4%3M | US$290.79 144.5% overvalued intrinsic discount | PE 100.7x | E 27.4% | US$230.21 | ||
IBM International Business Machines 31.3%7D 31.7%3M | US$329.23 9.0% overvalued intrinsic discount | PE 28.8x | E 5.8% | US$285.89 | ||
ORCL Oracle 26.7%7D 60.5%3M | US$244.58 1.0% overvalued intrinsic discount | PE 43.5x | E 22.7% | US$246.85 | ||
ARM Arm Holdings 25.4%7D 224.5%3M | US$402.71 134.2% overvalued intrinsic discount | PB 51.9x | E 36.9% | US$241.19 | ||
MU Micron Technology 18.8%7D 165.5%3M | US$1,064.10 36.5% overvalued intrinsic discount | PE 49.8x | E 28.7% | US$726.23 | ||
APP AppLovin 17.8%7D 25.4%3M | US$605.63 6.4% undervalued intrinsic discount | PE 52x | E 21.7% | US$648.10 | ||
FSLR First Solar 15.2%7D 57.7%3M | US$311.01 27.7% overvalued intrinsic discount | PE 20.1x | E 15.5% | US$243.59 | ||
AVGO Broadcom 14.1%7D 51.7%3M | US$481.57 1.0% overvalued intrinsic discount | PE 91.3x | E 31.3% | US$486.85 | ||
CRWV CoreWeave 12.6%7D 50.0%3M | US$119.27 10.4% undervalued intrinsic discount | PS 10.4x | E 34.7% | US$140.18 | ||
CRM Salesforce 12.2%7D 4.0%3M | US$200.84 36.7% undervalued intrinsic discount | PE 20.5x | E 8.7% | US$254.99 | ||
HPQ HP 11.7%7D 42.3%3M | US$27.29 38.7% overvalued intrinsic discount | PE 9.8x | E 2.5% | US$22.91 | ||
ALAB Astera Labs 11.6%7D 212.7%3M | US$355.76 74.0% overvalued intrinsic discount | PB 40.8x | E 31.5% | US$244.97 | ||
PLTR Palantir Technologies 11.4%7D -0.7%3M | US$152.17 18.1% undervalued intrinsic discount | PB 43.2x | E 31.8% | US$183.73 | ||
STX Seagate Technology Holdings 9.6%7D 147.1%3M | US$926.61 20.3% overvalued intrinsic discount | PE 88.2x | E 37.3% | US$847.68 | ||
ADBE Adobe 9.0%7D -4.0%3M | US$262.11 21.0% undervalued intrinsic discount | PE 14.7x | E 8.7% | US$327.28 | ||
SAP SAP 8.9%7D -2.4%3M | US$190.82 27.4% undervalued intrinsic discount | PE 26x | E 14.9% | US$251.69 | ||
TSM Taiwan Semiconductor Manufacturing 8.3%7D 25.0%3M | US$446.69 17.2% overvalued intrinsic discount | PE 32.3x | E 22.5% | US$486.02 | ||
CSCO Cisco Systems 8.2%7D 58.3%3M | US$128.00 15.8% overvalued intrinsic discount | PE 42.2x | E 13.6% | US$125.41 | ||
ENPH Enphase Energy 8.1%7D 69.5%3M | US$72.33 58.1% overvalued intrinsic discount | PE 70.6x | E 20.5% | US$43.64 | ||
SNDK Sandisk 8.0%7D 186.5%3M | US$1,716.36 547.8% overvalued intrinsic discount | PE 56.4x | E 38.3% | US$1,629.73 | ||
WDC Western Digital 7.3%7D 115.5%3M | US$563.10 8.7% overvalued intrinsic discount | PE 30.6x | E 17.6% | US$526.30 | ||
MSFT Microsoft 6.1%7D 8.9%3M | US$441.31 21.3% undervalued intrinsic discount | PE 26.2x | E 13.4% | US$560.89 | ||
MPC Marathon Petroleum 6.1%7D 19.2%3M | US$263.06 2.4% overvalued intrinsic discount | PE 16.6x | E 1.8% | US$265.06 | ||
ADP Automatic Data Processing 5.9%7D 6.5%3M | US$231.18 6.3% undervalued intrinsic discount | PE 21.3x | E 7.4% | US$246.33 | ||
INTU Intuit 5.8%7D -26.8%3M | US$322.14 42.5% undervalued intrinsic discount | PE 19.2x | E 13.9% | US$491.30 | ||
ASML ASML Holding 4.5%7D 21.9%3M | US$1,705.37 70.1% overvalued intrinsic discount | PE 56.2x | E 17.0% | US$1,745.16 | ||
NVDA NVIDIA 3.7%7D 21.7%3M | US$222.82 24.9% undervalued intrinsic discount | PE 33.8x | E 21.2% | US$296.81 | ||
AMD Advanced Micro Devices 3.5%7D 158.1%3M | US$521.54 15.9% overvalued intrinsic discount | PS 22.7x | E 34.8% | US$479.77 | ||
AAPL Apple 2.2%7D 20.1%3M | US$315.20 1.5% overvalued intrinsic discount | PE 37.8x | E 8.4% | US$310.51 | ||
TYL Tyler Technologies 2.0%7D -14.8%3M | US$313.56 28.5% undervalued intrinsic discount | PE 41.9x | E 15.2% | US$445.14 | ||
BP BP 1.8%7D 11.7%3M | US$43.40 8.5% overvalued intrinsic discount | PE 34.8x | E 10.0% | US$50.93 | ||
CVX Chevron 1.5%7D 0.8%3M | US$187.55 12.1% undervalued intrinsic discount | PE 33.7x | E 10.3% | US$216.09 | ||
APA APA 0.8%7D 21.6%3M | US$37.81 12.6% undervalued intrinsic discount | PE 8.7x | E -0.7% | US$43.27 | ||
SHEL Shell 0.6%7D 4.9%3M | UK£32.15 15.8% undervalued intrinsic discount | PE 12.9x | E 3.9% | UK£38.07 | ||
COP ConocoPhillips 0.3%7D 1.1%3M | US$116.87 16.9% undervalued intrinsic discount | PE 19.5x | E 8.2% | US$142.77 | ||
XOM Exxon Mobil -0.2%7D -0.2%3M | US$149.56 12.0% undervalued intrinsic discount | PE 24.5x | E 8.9% | US$169.91 | ||
SU Suncor Energy -0.4%7D 13.9%3M | US$65.31 8.9% undervalued intrinsic discount | PE 16.9x | E 2.5% | US$71.66 | ||
TTE TotalEnergies -0.7%7D 16.2%3M | US$89.40 9.9% undervalued intrinsic discount | PE 13.2x | E 3.6% | US$99.28 | ||
MCHP Microchip Technology -1.1%7D 38.7%3M | US$96.96 11.9% overvalued intrinsic discount | PS 11.2x | E 36.3% | US$113.24 | ||
NEE NextEra Energy -2.2%7D -7.5%3M | US$85.68 9.2% undervalued intrinsic discount | PE 21.8x | E 8.4% | US$98.55 | ||
TSLA Tesla -2.3%7D 4.4%3M | US$423.74 41.2% overvalued intrinsic discount | PS 16.3x | E 35.2% | US$411.89 | ||
NXPI NXP Semiconductors -2.7%7D 49.6%3M | US$323.62 8.5% overvalued intrinsic discount | PE 30.8x | E 13.9% | US$302.39 | ||
QCOM QUALCOMM -3.2%7D 72.6%3M | US$240.84 19.7% undervalued intrinsic discount | PE 25.6x | E -3.3% | US$177.10 | ||
PBR Petróleo Brasileiro - Petrobras -3.5%7D 11.6%3M | US$18.72 22.0% undervalued intrinsic discount | PE 5x | E -4.3% | US$23.99 | ||
VST Vistra -4.0%7D -3.3%3M | US$157.97 32.6% undervalued intrinsic discount | PE 26x | E 12.0% | US$225.29 | ||
CRUS Cirrus Logic -4.3%7D 23.8%3M | US$170.62 11.9% overvalued intrinsic discount | PE 20.8x | E -2.1% | US$181.40 | ||
TXN Texas Instruments -5.2%7D 52.2%3M | US$308.12 29.3% undervalued intrinsic discount | PE 52.6x | E 16.5% | US$290.33 | ||
GOOGL Alphabet -7.0%7D 19.4%3M | US$361.85 15.4% undervalued intrinsic discount | PE 27.4x | E 11.3% | US$429.87 | ||
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 | ||
INTC Intel -12.6%7D 136.8%3M | US$107.93 17.0% undervalued intrinsic discount | PS 10.1x | E 44.7% | US$88.71 |