Valuation
+4
Oct 1, 2026
•
3 min read
Revenue up 256%, operating margin at 76%, P/CF ratio of 6.8. Micron delivered again. Why I still see MU stock as a trade, not an investment.
+5
Sep 18, 2026
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.
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.
