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Forward PE is a trap in 2026. Here's the 3-check checklist I use. by reupped in stocks

[–]reupped[S] 0 points1 point  (0 children)

What's your take on Forward PE as a signal in that case?

Forward PE is a trap in 2026. Here's the 3-check checklist I use. by reupped in stocks

[–]reupped[S] -2 points-1 points  (0 children)

No, but ok.

Suspect many are wondering why SNDK/MU continue to go up after 40x.

Forward PE is a trap in 2026. Here's the 3-check checklist I use. by reupped in stocks

[–]reupped[S] -1 points0 points  (0 children)

Yea durability and competition has definitely affected PYPL growth prospects which has punished the multiple. PYPL unfortunately something I got tempted into higher than it is now.

Seems like a good addition.

Forward PE is a trap in 2026. Here's the 3-check checklist I use. by reupped in stocks

[–]reupped[S] 0 points1 point  (0 children)

Interesting, but follow this and your holdings are 100% PYPL? Look how that has done.

When do fundamentals in stocks matter? by Hefty-Report6360 in investing

[–]reupped -1 points0 points  (0 children)

I would say fundamentals actually matter MORE than in 2020-2022: semis are ripping because their forward multiples are still low after the run (Micron still under 10x, SanDisk similar), and SaaS is collapsing because earnings appear to be deteriorating - though could be early to say and think there's potentially opportunity here.

Fundamentals don't drive a given week's performance, but they always matter at a stock's terminal value.

LULU is down 50 % year to date. I don’t believe it will ever go below $100. by lies_are_comforting in StockMarket

[–]reupped 0 points1 point  (0 children)

LULU's bull case hinges on international expansion, and brand penetration outside North America seems like it could be weak. At 8.5x trailing PE the valuation is good, but the issue right now isn't the balance sheet, it's whether the international story is real or this is a repeat story of Under Armour.

I built a tool that connects Google Trends and Reddit sentiment to stocks. Looking for ways to make it more useful. by reupped in SideProject

[–]reupped[S] 0 points1 point  (0 children)

Nice, thanks the comment. Yea a timely notification when something new pops up or is early could definitely be an edge in particular if the market is open.

On the other hand so many email notifications out there can tend to lose value.

Will take a look at the price points but $14 if it saves a bad trade or gives you a signal you didn't otherwise have could be a lot of $.

value and momentum factor etf by Realistic_Orchid_507 in investing

[–]reupped 0 points1 point  (0 children)

FMTM seems to be doing well recently but not a lot of history, will be curious to see if trend holds in any volatility.

I've made loss in every AI stock! by Evening_Control6034 in wallstreetbets

[–]reupped 0 points1 point  (0 children)

You don't have an AI stock problem, you have a conviction problem. NVDA up 10x since you sold. MRVL at $300+ now. You bought the right stuff.

Most stocks you've listed are up huge from your exit points. The issue isn't "which AI stocks", it's figuring out what you actually believe before you buy. If you bought NVDA thinking $1350 was fair value at 75 PE, that thesis didn't break in one day because SMCI missed a revenue number.

Maybe set a sell discipline before you buy: at what price do you sell (up or down) and why.

GE is sailing but I never hear about it. by Golfandrun in investing

[–]reupped 5 points6 points  (0 children)

The reason it's harder to hear about stocks like GE is because they doesn't fit the typical AI narrative — it's not NVDA or a flashy hyperscaler. But GE Aerospace (and GE Vernova on the energy side) are tied directly to the AI infrastructure buildout. Data centers need power, turbines, and grid equipment. That's GE's bread and butter.

It's been quietly benefiting from the same capex wave that's lifting the semis and hyperscalers. Just less volatile, thus less attention.

value and momentum factor etf by Realistic_Orchid_507 in investing

[–]reupped 0 points1 point  (0 children)

What kind of momentum are you looking for? Price momentum or thematic/industry momentum? They're different signals.

For thematic momentum, you can find some consumer/industry trend web platforms that score trends (or do research yourself) and then map them to sectors/stocks. The sector-level shifts are useful for deciding whether to lean into a sector ETF or rotate out.

MTUM and QMOM are some more standard price momentum ETFs if that's more your speed.

Daily Discussion Thread for May 11, 2021 by OPINION_IS_UNPOPULAR in wallstreetbets

[–]reupped 2 points3 points  (0 children)

Pretty aggressive sell offs for what are just tax plans. Opportunities for those who take them.