Valuation
+5
Sep 18, 2026
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3 min read
NVIDIA's P/CF ratio is nearly double Nike's. Its PEG ratio tells a very different story, and I've put real money behind it.
+4
Jul 31, 2026
2 min read
Microsoft posts record numbers and the stock reclaims its 200-day line. Still, there's an elephant in the room for me that turns the valuation into a risk. Why I'm not buying.
